ThomasM125
Expert Alumni

Get your taxes done using TurboTax

It is likely that the IRS will not allow a form 1099-R to be filed electronically anymore without a valid employer ID number. TurboTax nor any other tax software provider would have a way to override that. Here are the steps to enter a substitute form 1099-R so you can report your foreign pension as such in TurboTax:

 

To enter a substitute form 1099-R in Turbo Tax follow these instructions:

 

  1. Go to the personal income section of TurboTax 
  2. Find the Retirement Plans and Social Security menu option
  3. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
  4. Choose Add Another 1099-R
  5. Choose I'll type it in myself
  6. On the screen that says Tell Us Which 1099-R You Have choose I need to prepare a Substitute 1099-R

 

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