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Deductions & credits
I used the Turbo Tax IRS Free File version, and it took me a while to figure out how to solve this problem.
The following worked for me:
I selected FINANCIAL INSTITUTION (the default first choice), and
I chose TYPE IT IN MYSELF to enter the foreign pension information.
I then entered the foreign pension payer name, chose FOREIGN ADDRESS, and entered that, too.
For the Payer's TIN, I entered ALL ZEROES (00-0000000) and it worked!
It then required a distribution code, so I chose 7, which is the code for a "normal" distribution.
Only at the end of the process did it give me a screen that said,
"Tell us if any of these uncommon situations apply."
The third choice there was "I need to file a substitute 1099-R."
And that took care of it!!
‎January 26, 2021
7:15 PM