Form 1041 - Entering a 1099-R Distribution
Desktop · Written guide Content date 1 min read
If an estate or trust receives a distribution reported on Form 1099-R, it should be reported as Other Income on Form 1041.
To enter information reported on Form 1099-R in Form 1041 in Tax Processors Plus Desktop, from the Main Menu of the return select:
- Income
- Other Income
- Form 1099R - Select New and enter the information as needed.
Note: This article provides guidance on entering a retirement distribution into Form 1041 in Tax Processors Plus Desktop. It is not intended as tax advice.
Additional Information: