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CAN 1099-R FEDERAL WITHHOLDINGS BE ALLOCATED TO A BENEFICIARY?

sharpecollc
Level 1

INITIAL & FINAL YEAR 1041 BENEFICIARY RECEIVED PROCEEDS FROM PENSION DISTRIBUTION FEDERAL TAX TITHHELD 1099-R HAS ESTATE IDENTIFICATION NUMBER LISTED.  WANT TO DISTRIBUTE ALL INCOME AND FEDEAL TAX WITHHELD TO BENEFICIARY.

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TAXOH
Level 11

The withholding has to come back to the estate and then you can distribute that to the beneficiaries. 

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1 Comment 1
TAXOH
Level 11

The withholding has to come back to the estate and then you can distribute that to the beneficiaries. 

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