Solved: How do I enter info from a 1099 R with taxable and non taxable amounts into TurboTax Business (estate)?
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How do I enter info from a 1099 R with taxable and non taxable amounts into TurboTax Business (estate)?

I received a 1099 R that I need to enter to complete estate taxes.  The form includes taxable and non taxable money (lower taxable than gross amount.  How do I enter that into TurboTax business?

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Level 15

How do I enter info from a 1099 R with taxable and non taxable amounts into TurboTax Business (estate)?

" How do I enter that into TurboTax business?"

You really just need to enter the taxable amount as outlined below.


1) Click the Federal Taxes tab and then click Income.

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms Mode (click the icon in the upper right side of screen). 

6) Under Forms in My Return (upper left side of screen), look for Form 1041 and click that form.

7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).

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Highlighted
Level 15

How do I enter info from a 1099 R with taxable and non taxable amounts into TurboTax Business (estate)?

" How do I enter that into TurboTax business?"

You really just need to enter the taxable amount as outlined below.


1) Click the Federal Taxes tab and then click Income.

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms Mode (click the icon in the upper right side of screen). 

6) Under Forms in My Return (upper left side of screen), look for Form 1041 and click that form.

7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).

View solution in original post

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