The Form 4582 is the substitute 1099-R. The program will create it for you.
There is a workaround if you want to efile. If your state offers an exclusion or deduction for retirement income, it needs to be filed first with the 1099-R information.
Otherwise, you can remove the 1099-R and enter it as other income. Follow these steps to enter the income:
- go to the federal income section
- scroll to the bottom
- Miscellaneous Income, 1099-A, 1099-C, Start
- Scroll to the bottom
- Other reportable income, Start
- Other taxable income?
- Select YES
- Description - Foreign pension
- Amount, enter your amount
- Continue
The foreign taxes paid on the money can be entered for the foreign tax credit on Form 1116. Some states also allow a credit for foreign tax paid.
You should check United States Income Tax Treaties to see if it is taxable and to what extent.
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