turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

Reporting taxable distribution from Estate

How do you as a beneficiary report a taxable distribution from an estate, when you will not be receiving a K-1 from the estate and your name and SSN are not on the 1099-Rs the estate received?  However, you do know the amount of taxable income for your portion of the 1099-Rs.  

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Best answer

Accepted Solutions

Reporting taxable distribution from Estate


@Hoffman-e wrote:

....when you will not be receiving a K-1 from the estate......


Why will you not be receiving a K-1 from the estate if the 1099-R had been issued to the estate in its name and tax ID number?

 

Have you contacted the executor or administrator of the estate?

View solution in original post

1 Reply

Reporting taxable distribution from Estate


@Hoffman-e wrote:

....when you will not be receiving a K-1 from the estate......


Why will you not be receiving a K-1 from the estate if the 1099-R had been issued to the estate in its name and tax ID number?

 

Have you contacted the executor or administrator of the estate?

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies