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Get your taxes done using TurboTax
I have the same problem - how to report foreign pension (UK).
What would happen if I simply go into the 'Forms' view of TurboTax, and type the numbers directly into the fields for line 5a/5b? Would that trigger an issue during review of a missing 1099-R (or substitute)?
As a CA state resident, will it make any difference how I report my Foreign Pension payment?
I've currently followed the general TT advice to use "Less Common income", "Miscellaneous Income", "Other Reportable Income", "Other taxable income", but that puts the information on line 8 of 1040 ("Additional Income from Schedule 1, Line 10").
March 21, 2025
8:57 PM