Deductions & credits

Thanks for the response. Yes, that last part is what I did when I got the aforementioned prompt. I was also under the impression that the program fills form 4852 when you choose substitute 1099-R. I'm just not sure how I can certify that I've notified the IRS that a UK company hasn't provided me with a US 1099-R, as if they're obligated to.

 

Anyway, in the past (different product) I was instructed to just enter info as if I had a 1099 (no substitute generation required), but that was filed on paper.

 

I'd prefer to go with the substitute to keep things better documented (I may be filing 2021 with a UK state pension lump sum), but the "other income" approach seems more straightforward, and was apparently endorsed as IRS-preferred by another TT advisor:

https://ttlc.intuit.com/community/retirement/discussion/the-irs-has-cha[product key removed]rement-f...

 

Presumably there's no real drawback in doing that unless the pension would qualify for a credit at the state level? 'Tis all a bit confusing.