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  3. Estate and Trust Returns - Form 1041

Desktop: Form 1041 - Entering a 1099-R Distribution

If an estate or trust receives a distribution reported on Form 1099-R, it should be reported as Other Income on line 8 of Form 1041.

To enter information reported on Form 1099-R in Form 1041 in TaxSlayer Pro, 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 TaxSlayer Pro. It is not intended as tax advice.

Additional Information:

IRS: Form 1041 Instructions