JohnB5677
Expert Alumni

Get your taxes done using TurboTax

That's okay,

 

To enter foreign pension in TurboTax online program, you will need to create a substitute form 1099-R.

Within your Personal Tax section, Under Retirement Plans, select the IRA, 401(k), Pension Plans (1099-R).

 

To file a substituted 1099-R:

  1. Wages & Income

  2. IRA, 401(k), Pension Plan Withdrawals (1099-R)

  3. Did you get a 1099-R in 2021? Yes

  4. Get ready to be impressed - Continue

  5. Select Change how I enter my form

  6. Type it Myself

  7. Continue the interview from here. Enter the appropriate information.

  8. In most cases, Box 7 is code 7

  9. There will be a question Do any of these situations apply to you?

  10. Select I need to file a substitute 1099-R

  11. Continue through the interview

 

 

 

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