topic Re: 1099-R in-puts in Retirement tax questions

1099-R in-puts

DES_in_Bend — Wed, 11 Feb 2026 10:09:10 GMT

Using Business Turbo Tax. I am inputting 1099-R income and cannot find a place to input Federal and State Income tax withholdings. Looking at the worksheets there is no where to input Fed and State tax withholdings.

How do I do this?

Re: 1099-R in-puts

DoninGA — Mon, 15 Jul 2024 00:56:08 GMT

A form 1099-R is not entered on a Business tax return. 1065, 1120 or a 1120-S It is only entered on a personal tax return, form 1040.

Re: 1099-R in-puts

dmertz — Mon, 15 Jul 2024 05:52:37 GMT

@DoninGA , perhaps this is in regard to preparing a Form 1041.

Re: 1099-R in-puts

DoninGA — Mon, 15 Jul 2024 14:01:01 GMT

Correct. On a Form 1041, distributions reported on a Form1099-R, which are treated as ordinary income, would be entered on Line 8 of the 1041. Any federal income taxes withheld would be reported on Line 14 of the 1041 and a copy of the Form 1099-R is required to be attached.

According to the TurboTax website for the Business Edition, a Form 1099-R is not one of the forms supported.

https://turbotax.intuit.com/small-business-taxes/cd-download/#tax-forms

Re: 1099-R in-puts

dmertz — Mon, 15 Jul 2024 20:05:56 GMT

This doesn't come up very often because it rarely makes sense to have taxes withheld on income paid to an estate or trust. Enter federal tax withholding under FEDERAL TAXES -> Other -> Additional Tax Payments -> Other Tax Withholdings. I'm sure that there is a similar place to enter the state tax withholding in the state section.