1099R Taxpayer deceased

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  • gman
    Senior Member
    • Dec 2005
    • 676

    #1

    1099R Taxpayer deceased

    Would estate include distributions from annuities on the 1041 ? Which line> 1099 made out to estate ID #.
  • S T
    Senior Member
    • Jun 2005
    • 5053

    #2
    If

    If the distribution was made payable to the estate rather than directly to the beneficiary then report on line 8 of form 1041, then you can pass through to the beneficiaries on K-1 forms.

    Also if you filed a 706 and this was included in the estate there might be an estate tax deduction on the form 1041. See pub 559.

    Sandy

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