how do you add a 1099-r to a estate tax return

tehodges — Wed, 15 Jul 2020 00:13:29 GMT

My brother passed away one month after my mother. His estate received a 1099-R for distribution received from my mother's estate. How do I add the 1099-R information to my brother's estate tax return? I'm using TurboTax Business.

Re: how do you add a 1099-r to a estate tax return

Anonymous_ — Wed, 15 Jul 2020 20:01:15 GMT

Follow the steps below to enter the amount on Form 1099-R (Box 2a) that is treated as ordinary income:

1) Click the Federal Taxes tab and then click "Income".

2) Click the Start (or Update) button to the right of "Other income or loss".

3) On the Other Income page, enter "Ordinary income from 1099-R Box 2a" as the description.

4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.

5) Go into Forms mode (upper right side of screen).

6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.

7) On Form 1041, ensure that the Box 2a amount you entered previously appears on Line 8, Other income.

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how do you add a 1099-r to a estate tax return

Re: how do you add a 1099-r to a estate tax return