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, from the Main Menu of the return select:
- 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.