How to file 1041 for Grantor Trust with 1009 R
First year filing Form 1041. Received 1099R from Fidelity to the Trust (Grantor) which shows my Soc Sec # as recipient. Do I list proceeds as Other Income (line 8), show the distribution deduction on Schedule B, then issue K-1 to myself, or leave Form 1041 blank after top part and just include a copy of the 1099R - I think I saw that in the instructions. (When I file my 1040 electronically, IRS will be looking for the 1099R and the K-1 might confuse the system.) Thank you for your help!
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