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Cindy7
New Member

Person passed 10/5. Estate got a 1099-R. All money went to the estate after death. Where to report this 1099-R. Personal 1040 for 2017 or 1041 for the Estate?

Money was from a qualified IRA. All monies were transferred to the estate.  Deceased received no distribution for 2017.  1099 was issued to the estate (not the individual)  Report on deceased final 1040...or report on the estate's form 1041?  

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Rachel_W
Expert Alumni

Person passed 10/5. Estate got a 1099-R. All money went to the estate after death. Where to report this 1099-R. Personal 1040 for 2017 or 1041 for the Estate?

The Form 1099-R should be reported on the Estate Form 1041, not the personal Form 1040.

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Rachel_W
Expert Alumni

Person passed 10/5. Estate got a 1099-R. All money went to the estate after death. Where to report this 1099-R. Personal 1040 for 2017 or 1041 for the Estate?

The Form 1099-R should be reported on the Estate Form 1041, not the personal Form 1040.

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