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Level 2

Question

Trust

Forum|Forum|4 years ago
February 28, 2022
1 reply
8 views

Mom died last year and she had a trust with cash and annuities do I claim all money distributed to beneficiaries or just what annuities 1099-r?

Not A Product Question

Level 15

Are you using TurboTax Business to prepare a 1041 for the trust?

Level 2

Yes

Level 15

Then trust has only cash and received a 1099-R (or multiple 1099-Rs)?

What boxes have amounts on the 1099-R(s)?