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Get your taxes done using TurboTax
More than likely it is the IRS that will not allow for a generic ID number to be used for a substitute form 1099-R when you e-file a tax return. I believe most of us have experienced more cumbersome steps we have to take in order to access financial information online in recent years. This may be a reflection of that.
You can enter foreign pension income in TurboTax as though it was reported on a form 1099-R by putting in a substitute 1099-R entry and leaving off the federal ID number. Your pension income will be treated as such on your federal and state tax returns. As a work around, you can enter the pension income as other income on your federal tax return, e-file it and then enter it as a substitute form 1099-R to complete your state return and file it separately. You can also mail in your tax return in most instances.
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