RobertB4444
Expert Alumni

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.

 

@s_samarakoon 

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