@darla1 wrote:
But then we are right back to where we started (and my original question): because if you include form 8833 the returns must be paper-filed with TurboTax. Is there any way to e-file a return which includes a foreign pension? Sorry to keep on about this but paper filing was a disaster for me last year. My 2019 return has still not been processed.
Unfortunately the only way that I know to meet the IRS requirement of placing a foreign pension on the 1040 line 5a & 5b is with a substitute 1099-R with an explanation statement.. I do not believe a substitute 1099-R can be e-filed.
I do not believe any 8833 form is required to simply report a foreign pension unless a treaty reduces the taxable amount of the pension.
(Reporting as miscellaneous income as suggested above does not meet the requirement.)
Per IRS 1040 instructions:
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.**
