While using TurboTax 2025 Business for an estate, where do you enter in 1099-R data including taxes withheld for the estate?

[MTF99]

The only place I've found in TurboTax 2025 to enter in 1099-R information is in the "Other Income" section which doesn't allow for entering taxes withheld, indicating this is for a 1099-R, etc.

[ThomasM125]

You can enter the taxes withheld in the Tax Payments Worksheet, on Part II, line 2 "Other income tax withheld." You can use the Open Form icon on the top left of your screen and query the name of the worksheet to bring it up. The pension income can be entered on line 8 of Form 1041 "Other Income".

[MTF99]

ThomasM125:

Thank-you for your response.

I was hoping for an answer where our friends at TurboTax provides a interview screen prompting for those values rather than use the generic entry screen.  Especially given that TurboTax Business is supposed to handle "estates" and these 1099's are part of an "estate".

Thanks again.

MTF99