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posted Apr 4, 2022 11:48:17 AM

Should i add an investment company name called TALCOTT RESOLUTION LIFE

Where do I post  the income I received on the Form 1099-R from
Talcott Resolution Life and Annuities, with a payer's Tin 06-0974148
that was maded payable to the Saunders Living Trust

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1 Replies
Expert Alumni
Apr 4, 2022 12:02:40 PM

Please clarify. Are you asking if you should:

  1. Enter the 1099-R on your personal Form 1040 income tax return or 
  2. Enter it on the Saunders Living Trust Form 1041 tax return?