ThomasM125
Expert Alumni

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.

 

 

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