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deboe11
New Member

1099-R in TurboTax Business

Why can't I enter 1099R forms in TT business just the same way I enter them in TT Premier.  I can only put in in other, and there is no room for taxable amount, tax withholding, type of distribution, etc. Makes no sense. I have at least 7 1099-R. I am entering these all filing for a trust. The trust is the beneficiary of all these 1099. 

Can't TT fix this quickly? I am going to have to file an extension because this does not work correctly. 

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1 Reply
dmertz
Level 15

1099-R in TurboTax Business

There is nothing that needs fixing.  The IRS requires these to appear on Form 1041 line 8.  Simply enter the taxable amount of these distributions as Other income so that TurboTax will place it on line 8 of Form 1041.

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