Welcome back! Ask questions, get answers, and join our large community of tax professionals.
- Topics
- Training
- Community
- Product Help
- Industry Discussions
- User Groups
- Discover
- Resources
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
In anticipation of the upcoming Exempt Org and Texas Franchise deadlines (5/15), we've compiled a list of the most common questions here.
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
- Intuit Accountants Community
- :
- Lacerte Tax
- :
- Lacerte Tax Discussions
- :
- Trust is Nominee for 1099R How to file
Trust is Nominee for 1099R How to file
Options
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
dlantz
Level 1
02-22-2022
07:06 PM
- Mark as New
- Bookmark
- Subscribe
- Permalink
- Report Inappropriate Content
My client got a trust EIN and filed estimated taxes for the IRA that was to be distributed to the trust. However, the 1099R shows the deceased person's tax ID, not the trust. How do you show the distributions as nominee? Should an estate return be filed showing the distribution and then showing the negative as nominee distribution to the trust? Then, the trust return can be filed showing the proper estimated payments applied? Or do I need to file something with the IRS first?
Labels
