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Returning Member
posted Jun 4, 2019 5:22:01 PM

1099-R with an inherited annuity split equally two ways. How do I enter it to reflect the proper amount inherited?

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1 Replies
New Member
Jun 4, 2019 5:22:02 PM

If the 1099-R is issued to you (i.e. your SSN) as Recipient (or as Executor) and you were obligated to distribute a  portion to another person, you can report that on your return as a "Distribution to Nominee". 

(Option 1 is for whoever receives the 1099-R; Option 2 is what the 'nominee' can do if the Recipient does not issue a Form 1099-R to them).

Distribution to Nominee.