About csim

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Re: Entering Refund for a Trust into TurboTax Business

Thanks for your help. 😃

csim

Updated Jan 02, 2023
Re: ROTH 1099-R Distributions in a Trust Return (Form 1041)?

They came from Fidelity Investments. Two of the 1099-R have a 'T' and other one has an '4'.

csim

3

Updated Apr 16, 2025
Re: ROTH 1099-R Distributions in a Trust Return (Form 1041)?

I realized that I did not mention that Schedule K-1 also had Line 14A (Tax-exempt interest) has information inaddition toLine 12A and 12J.

csim

Updated Apr 16, 2025
Re: ROTH 1099-R Distributions in a Trust Return (Form 1041)?

Yes. A 'T' and '4'.

csim

6

Updated Apr 16, 2025
Re: ROTH 1099-R Distributions in a Trust Return (Form 1041)?

What you said does not make sense. So if an individual receives a 1099-R with tax free distribution (tax free annuity or ROTH) the individual need to report it ...

csim

8

Updated Apr 16, 2025

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Date Registered	‎March 31, 2021 8:05 PM
Date Last Visited	‎February 20, 2023 7:34 PM
Total Messages Posted	11

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