The 1099-R has amounts in Box 1 ($26417), Box 2a ($7189) , total distribution box is checked, there is an amount in Box 5 ($19229) and a Code “4” in box 7. My Pro Series tax software does not support 1099-R worksheet within form 1041 so my calculation is the taxable income will be $7189 which will go on line 8 of form 1041. Sound correct?
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