DaveF1006
Expert Alumni

Get your taxes done using TurboTax

Have you prepared this by creating a substitute 1099R like HankP suggests in his post?  Try the following steps to see if this will work if you haven't done this already. 

 

To enter foreign pension in TurboTax online program, you will need to create a substitute form 1099-R.
 

Within your Personal Tax section, Under Retirement Plans, select the IRA, 401(k), Pension Plans (1099-R).

 

  • On screen, Your 1099-R, answer Yes and select Continue
     
  • Next screen, Choose your bank or brokerage, select I'll type it in myself
     
  • On the screen Tell Us Which 1099-R You Have,  check the box 

 I need to prepare a substitute 1099-R and follow the prompts. 

If your foreign issue does not have an ID number, you can try entering nine 9s instead of 1's.  If errors occur due to this entry, you can enter the pension under Miscellaneous Income. The following link provides the info for both entries:

https://ttlc.intuit.com/questions/3687929-where-to-enter-foreign-pension-income-and-foreign-tax-cred... 

 

@ParkNYC 
 



 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"