Data entry for 1099-R, non-1099-R distributions

To enter 1099-R, non-1099-R distributions for 1041 returns:

Go to Organizer
, Source Documents (1099s)
, 1099-R
, and then Non-1099R Distributions
.

Indicate if this retirement distribution was reported on a document other than Form 1099-R.

Enter the gross distribution amount.

Optional entries:

Determine if the distribution was from an IRA (leave blank for pension distributions).

Enter the taxable portion.

Enter the percentage or amount not taxable (pensions only).

For states:

For Maryland and Michigan only, determine if you're attaching Form RRB-1099-R.

For Maryland only, indicate if it's a foreign treatment.

This article applies to: