Hello pk, thank you so much for getting back, appreciate your time. So, when I try to create a dummy 1099-R do I put indian pension in USD in Box 1 and 2a? What else do I need to fill out in 1099-R. I filled out Box1, 2a and Box 7 - choose J and completed the process, it said you may have to pay taxes.
I followed below steps let me know if these look right:
First enter the income:
1. go to the federal income section
2. scroll to the bottom
3. Miscellaneous Income, 1099-A, 1099-C, Start
4. Scroll to the bottom
5. Other reportable income, Start
6. Other taxable income?
7. Select YES
8. Description India pension
9. Amount, enter your amount
10. Continue
Federal step 3 if not taxable due to treaty
1. Miscellaneous Income, 1099-A, 1099-C, Start
2. Scroll to the bottom
3. Other reportable income, Start
4. Other taxable income?
5. Select YES
6. Description India Tax Treaty nontaxable income
7. Amount, enter your negative amount,
8. continue
