Where do I enter my 1099-R on my 1041 estate trust return?

[Bw261]

How do I enter info  completion of a 1041 for a trust

[Anonymous_]

See https://ttlc.intuit.com/community/retirement/discussion/how-to-enter-1099r-income-for-a-1041-estate-...

[LindaS5247]

It would be reported as "other income".

Per the 1041 government instructions "Any part of a total distribution shown on a Form 1099-R, Distributions From Pensions, Annuities, Retirement or Profit-Sharing Plans, IRAs, Insurance Contracts, etc., that is treated as ordinary income" should be reported on Line 8; Other Income.

To enter this:

Click the Federal Taxes tab

Click Income, and then click the Start button to the right of Other income or loss 
 

Check the box "If any is from Form 1099".

Click here for detailed information on Form 1041.

Click here for 2022 Instructions for Form 1041

[Luppoe]

What line on the 1099R is entered as Ordinary Income on the 1041? I have seen major dollar differences between line 1 and 2 amounts.  From all the notes I have seen Line 2 of the 1099R goes to Ordinary Income on the 1041. 

This is a prime example of why TurboTax needs to add the 1099R form into the program. It has been over 5 yrs that people have had to rely on volunteers in this blog for the answer to this question.  

I want to thank the BLOG members for providing answers. 

[Anonymous_]

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@Luppoe wrote:

From all the notes I have seen Line 2 of the 1099R goes to Ordinary Income on the 1041. 

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Other income or loss in the program. The figure will wind up on Line 8 of your 1041.