Taxes were withheld from the Distribution. How does this show up on our IRS record since it was sent with different Receipient #?
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"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.
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