1. No problem with not having the form.
2. The IRS likes things reported where they belong when possible. You do have two choices.
- If you report it on SSA-1099, the IRS compares to others from Social Security in the US and realizes yours does not match. Then it sees you have foreign tax paid to Mexico, it all makes sense.
- If you report it as other reportable income, the IRS will not be able to compare it to anything, they will read the line, and eventually realize there is a foreign tax on the same income.
Both methods work, just a matter of preference.
3. When you enter the foreign tax, you are entering Mexico and the tax paid on the tax form. Follow the steps above in #3. There is no other option for entering foreign tax paid. You must follow the steps above for the tax paid.
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