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!!