@darla1 wrote:
Can my tax returns be e-filed if form 4852 (W-2 substitute) (for foreign pension) is included?
I am seeing conflicting comments about this.
I would rather pay taxes on my pension than have to paper file with form 8833 again. I paper copy mailed my 2019 taxes last September and they still have not been processed.
Thanks!
No but a 4852 substitute 1099-R per the IRS 1040 instructions that say to report it on the 1040 line 5a and 5b.
Only a 1099-R can put it there. In the 1099-R interview select a substitute 1099-R.
IRS instructions page 22.
https://www.irs.gov/pub/irs-pdf/i1040gi.pdf
Foreign retirement plans.If you were a beneficiary of a foreign retirement plan, you may have to report the undis-tributed income earned in your plan. However, if you were the beneficiary of a Canadian registered retirement plan, see Rev. Proc. 2014-55, 2014-44 I.R.B. 753, available at IRS.gov/irb/2014-44_IRB#RP2014-55, to find out if you can elect to defer tax on the undis-tributed income.Report distributions from foreign pension plans on lines 5a and 5b.:
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
