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Level 2
posted Feb 27, 2025 4:09:52 PM

How to Spread A 1099-R (IRA) Between A Personal and Trust Record

I'm working my late in-laws taxes and now trying to figure out how to enter their 1099-R (IRA)s.  One passed in October and the other in November leaving one month that the 1099-R would be covered under the trust. I understand how the 1099-INTs are adjusted between the personal and trust but I don't see a like process for a 1099-R. Since an IRA technically cannot be a part of a trust would I consider using the 1099-R under only the personal tax filing. Or is their another method to split the 1099-R.  

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