676652
Taxes were withheld from the Distribution. How does this show up on our IRS record since it was sent with different Receipient #?
You'll need to sign in or create an account to connect with an expert.
"How do I report this?"
It is unclear whether the trust is the recipient but, if so, then the fiduciary (trustee) of the trust needs to file a Form 1041 for the trust to include the income from the 1099-R.
"How do I report this?"
It is unclear whether the trust is the recipient but, if so, then the fiduciary (trustee) of the trust needs to file a Form 1041 for the trust to include the income from the 1099-R.
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
elle25149
Level 1
bahnbruc
New Member
Cervin7535
New Member
seninus
Level 1
Grkmieciak
New Member