How do i enter the nominee adjustment for a 1099R as there is no entry selection in turbotax?

[wendy1]

I will pursue that and see if this mess will go away.  Thanks everyone for your advice.  Have a good evening.

[macuser_22]

If the IRA custodian will not issue a corrected 1099-R showing the name of the beneficiary (estate of deceased) and a code 4 in box 7, then you might want to suggest to the CPA that is doing the 1041 that he file a 4852 (substitute 1099-R form) in place of the 1099-R that was received with the correct name and code and attach an explanation statement that the distribution was after death and the IRA custodian refused to correct the 1099-R.  This would all be done on the 1041 estate return and not the personal 1040 return.

[Critter]

And  you should also paper file to explain the negative amount on line 21 of the form 1040 ... letting the IRS know where the 1099-R amount will be showing up ... this will match what the CPA is sending ... which is another reason the CPA should really be doing both returns.