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Get your taxes done using TurboTax
You are going to tell the system that you are preparing a substitute 1099-R. In box 1 you would enter the total amount that you received. In box 2a you will enter the total amount minus any direct contributions that you made (for a pension box 2a and box 1 are usually the same).
Then in box 7 you will enter code 7 for a normal distribution.
If you paid any taxes in the UK on this amount then you'll enter that as a foreign tax credit in the deductions and credits section. If not then all you need is that substitute 1099-R.
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March 19, 2025
11:41 AM
1,721 Views