I live in the USA and have 2 Foreign Pension sources. Swiss Social Security Pension (100% taxable) and Swiss Employment Pension (partially taxable). They do not provide a 1099R.
Requirement: Enter these Foreign Pensions as Pension income on form 1040 (not Other Income) so that it will flow into the Georgia State return as Pension Income, and be reported properly on 1040.
I qualify for Property Tax exclusions worth several thousand, but only if the income is entered as Pension Income.
What is the solution in Turbotax?
1) Substitute 1099R. This puts it in the correct place on the return, but how to do this without a FID number. Is there a dummy number or???
2) Is there a way to override, like enter the numbers in 1040 directly with a reference to a worksheet?
Note: H&R Block and other tax professional programs seem to be able to do this, but I would much prefer to do my own taxes. Is there a solution or do I need to dump Turbotax????
