1099R for estate

jgdp5j · ‎April 4, 2025

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.

PatriciaV · ‎April 7, 2025

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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pkoberle

I have a similar situation - but the estate received 3 1099s and two of those were from Roth IRAs where the amounts were not taxable. How do we report what is taxable and what is not correctly?