LinaJ2020
Expert Alumni

Get your taxes done using TurboTax

In the past, 99-0999999 was allowed for e-file, but not anymore.  

 

In order to e-file, you have an option to enter under "Other Reportable Income".  Here are the steps:

 

In TurboTax online,

  • Sign into your account, select Pick up where you left off
  • To the right upper corner, in the search box, type in "other reportable income" and Enter
  • Select Jump to other reportable income
  • Next screen, Other Wages Received, select No to continue
  • Next screen, scroll down all the way to the bottom, under Other reportable income, select Start
  • Next screen, Any Other Taxable Income? select Yes to continue

This amount will show on line 8 of Schedule 1 and Form 1040.  Although it was not reported on a 1099-R related form, as long as it is reported as Other Income, it is not problematic to the IRS.  Tax treaty-related matters are out of scope for our advice.  Generally, foreign pension is taxable to the US. You would not need to file the Form 8833 Treaty-Based Return Position Disclosure.  However, you would need to consult another professional who is specialized in it for verification.  Some other foreign pension might not be taxable if it is covered under any tax treaties between the foreign country and the United States.  For more information, see http://www.irs.gov/Businesses/The-Taxation-of-Foreign-Pension-and-Annuity-Distributions

 

@ipc1

 

 

 

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