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jgdp5j
New Member

1099R for estate

I'm working on filing estate taxes (form 1041). I received a 1099 R from an inherited retirement account. The only place I have found to add the 1099R numbers is in the  "other income or loss" section. I've added the distribution amount there. The issue I'm having is that federal and state taxes were withheld from the distribution, and I cannot find out how to input that into the program. Any guidance? Thanks.

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1 Reply
PatriciaV
Expert Alumni

1099R for estate

Yes, enter the income from Form 1099-R under "Other Income" for an estate Form 1041 return.

You can enter the federal taxes withheld from the distribution under Federal Taxes >> Other >> Other Tax Withholdings.

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