Entering foreign pension income

Forum|Forum|4 months ago
April 11, 2026
1 reply
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How and where do I enter foreign (UK) pension income into TurboTax deluxe for Mac?

DaveF1006

Level 15

The best way to report this is by creating a substitute 1099R.

Open your return and go to the Federal Taxes tab.
Select Wages & Income and then I'll choose what I work on.
Scroll to Retirement Plans and Social Security and click Start/Update next to IRA, 401(k), Pension Plan Withdrawals (1099-R).
When asked if you received a 1099-R, select Yes.
On the screen "Choose how you want to enter your 1099‑R," select I'll type it in myself.
The Payer Info: Enter the name and address of the UK pension provider.

Payer's TIN: Since foreign entities don't have a US EIN, TurboTax often requires a placeholder to let you e-file. Use 99-9999999,55-5555555, 99-0999999, 22-2222222 or any combinatin that works.

The Amounts: Enter your total distribution (converted to USD) in Box 1 and the taxable amount in Box 2a. Most of the time, these are the same and is probably correct for your return.

On the following screens after you enter this, look for a checkbox that says "I need to prepare a substitute 1099-R" or "I did not receive a 1099-R." Checking this will generate Form 4852, which explains to the IRS why you're reporting this without an official form.

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