topic 1044-R Received for my parent's trust in Get your taxes done using TurboTax

1044-R Received for my parent's trust

CStoneking — Tue, 17 Feb 2026 18:23:58 GMT

My parents had a "Revocable Living Trust" (done in the 90s). Dad passed away in 2011 and Mom passed away in 2018. This year I was finally able to cash out an annuity associated with my Mom that was (unfortunately) not in the trust. I received a 1044-R and need to file taxes on it ($10,000+). Their trust has its own EIN number associated with it. I am trying to figure out how to complete the taxes. I don't want it going towards me since the money was sent directly to the trust. I am the only successor trustee as well. Who do I list in the "name" portion of the form? I am planning on using the tax ID associated with the trust.

Re: 1044-R Received for my parent's trust

M-MTax — Tue, 17 Feb 2026 18:37:48 GMT

A 1099-R? You need to enter that into your individual income tax return (1040) if it was not a trust asset (i.e., has your SSN).

Re: 1044-R Received for my parent's trust

SharonD007 — Tue, 17 Feb 2026 18:51:01 GMT

Did you receive a 1099-R Form? Is your name on the 1099-R Form? We would like to help you but need more information.

Re: 1044-R Received for my parent's trust

M-MTax — Tue, 17 Feb 2026 18:57:41 GMT

@SharonD007 wrote:
Did you receive a 1099-R Form? Is your name on the 1099-R Form? We would like to help you but need more information.

@CStoneking said it wasn't in the trust:

"This year I was finally able to cash out an annuity associated with my Mom that was (unfortunately) not in the trust. I received a 1044-R" [assuming of course this is a 1099-R]

Re: 1044-R Received for my parent's trust

CStoneking — Wed, 18 Feb 2026 16:58:50 GMT

The 1099-R form came in the name of the trust along with the trust’s EIN number. I put part of the trust name in the “first name” field and the 2nd part of the trust name in the “last name” field and I am getting errors when I am trying to finish.

Re: 1044-R Received for my parent's trust

M-MTax — Wed, 18 Feb 2026 17:12:16 GMT

You previously stated that the annuity was not in the trust.