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posted Feb 26, 2023 12:46:29 PM

How do I report a IRA distribution received from an estate as indicated on a K-1 from form 1041 on line 14 Other Income?

no 1099-R was received. I know this is supposed to be reported on Lines 4a and 4b on form 1040 but cannot determine how to enter this amount to get it to report there.

0 1 529
1 Best answer
Level 15
Feb 26, 2023 3:31:53 PM

You might want to contact the executor/administrator of the estate as that figure typically appears on Line 5 of your K-1 (1041) which winds up on Line 8 of your 1040 as Other income (from Line 5 of your Schedule 1).

1 Replies
Level 15
Feb 26, 2023 3:31:53 PM

You might want to contact the executor/administrator of the estate as that figure typically appears on Line 5 of your K-1 (1041) which winds up on Line 8 of your 1040 as Other income (from Line 5 of your Schedule 1).