topic My mom died in Dec '15. Distributions were made from an IRA &amp;amp; annuity in early 2016. Where do I input 1099-R distributions in her name on Form 1041? In &quot;Other Income&quot;? in Retirement tax questions https://ttlc.intuit.com/community/retirement/discussion/my-mom-died-in-dec-15-distributions-were-made-from-an-ira-amp-annuity-in-early-2016-where-do-i-input/01/661804#M62975 Thu, 06 Jun 2019 09:38:03 GMT psurratt87 2019-06-06T09:38:03Z My mom died in Dec '15. Distributions were made from an IRA &amp; annuity in early 2016. Where do I input 1099-R distributions in her name on Form 1041? In "Other Income"? https://ttlc.intuit.com/community/retirement/discussion/my-mom-died-in-dec-15-distributions-were-made-from-an-ira-amp-annuity-in-early-2016-where-do-i-input/01/661804#M62975 Thu, 06 Jun 2019 09:38:03 GMT https://ttlc.intuit.com/community/retirement/discussion/my-mom-died-in-dec-15-distributions-were-made-from-an-ira-amp-annuity-in-early-2016-where-do-i-input/01/661804#M62975 psurratt87 2019-06-06T09:38:03Z "In "Other Income"?" Generally, that would be where you... https://ttlc.intuit.com/community/retirement/discussion/in-other-income-generally-that-would-be-where-you/01/661810#M62976 <P> <B> <I>"In "Other Income"?"</I> </B> </P><P><I></I>Generally, that would be where you would enter the distribution since TurboTax Business does not contain a screen dedicated to the entry of information from a 1099-R.&nbsp;</P><P>In most instances, following the procedures outlined below will give you the correct result.</P><P>---------------------------------------------------------------------------------</P><P> <U><B>Follow the steps below to enter the amount&nbsp;</B>&nbsp;</U> <I> <U><B>on Form 1099-R (Box 2a) that is treated as ordinary income&nbsp;</B>&nbsp;</U> </I> <U> <B>:</B> </U> </P><P>1) Click the Federal Taxes tab and then click "Income".<BR /><BR />2) Click the Start (or Update) button to the right of "Other income or loss".<BR /><BR />3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).<BR /><BR />4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.<BR /><BR />5) Go into Forms mode (upper right side of screen).&nbsp;<BR /><BR />6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.<BR /><BR />7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).</P> Thu, 06 Jun 2019 09:38:04 GMT https://ttlc.intuit.com/community/retirement/discussion/in-other-income-generally-that-would-be-where-you/01/661810#M62976 tagteam 2019-06-06T09:38:04Z
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topic My mom died in Dec '15. Distributions were made from an IRA &amp;amp; annuity in early 2016. Where do I input 1099-R distributions in her name on Form 1041? In &quot;Other Income&quot;? in Retirement tax questions
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My mom died in Dec '15. Distributions were made from an IRA &amp; annuity in early 2016. Where do I input 1099-R distributions in her name on Form 1041? In "Other Income"?
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https://ttlc.intuit.com/community/retirement/discussion/my-mom-died-in-dec-15-distributions-were-made-from-an-ira-amp-annuity-in-early-2016-where-do-i-input/01/661804#M62975
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"In "Other Income"?" Generally, that would be where you...
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https://ttlc.intuit.com/community/retirement/discussion/in-other-income-generally-that-would-be-where-you/01/661810#M62976
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<P> <B> <I>"In "Other Income"?"</I> </B> </P><P><I></I>Generally, that would be where you would enter the distribution since TurboTax Business does not contain a screen dedicated to the entry of information from a 1099-R.&nbsp;</P><P>In most instances, following the procedures outlined below will give you the correct result.</P><P>---------------------------------------------------------------------------------</P><P> <U><B>Follow the steps below to enter the amount&nbsp;</B>&nbsp;</U> <I> <U><B>on Form 1099-R (Box 2a) that is treated as ordinary income&nbsp;</B>&nbsp;</U> </I> <U> <B>:</B> </U> </P><P>1) Click the Federal Taxes tab and then click "Income".<BR /><BR />2) Click the Start (or Update) button to the right of "Other income or loss".<BR /><BR />3) On the Other Income page, enter "1099-R Box 2a" as the description (see first screenshot).<BR /><BR />4) Enter the amount treated as ordinary income in Box 2a under "Amount" and click the Continue button.<BR /><BR />5) Go into Forms mode (upper right side of screen).&nbsp;<BR /><BR />6) Under "Forms in My Return" (upper left side of screen), look for "Form 1041" and click that form.<BR /><BR />7) Ensure that the Box 2a amount appears on Form 1041, Line 8, Other income. (see second screenshot).</P>
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