dvwilkie
New Member

Taxable amount for 1099-R when residing overseas

I am preparing taxes for my mother who lives overseas, in a country with a tax treaty with the US.

 

There should be a way for Turbo Tax to determine that the taxable amount for pension payments is zero, in the same way that you determine it's 0 for Social Security payments, if the taxpayer lives in one of those tax treaty countries. 

 

Currently I have to override the "Taxable Amount" and manually enter 0 and then I fail the error check: "Taxable amount should not be zero if there is no prior year excess traditional IRA contribution on line 4 of the IRA Information Worksheet."