Deductions & credits

Thanks for the confirmation Mark. 

 

I don't have foreign taxes since the distribution is so small. But thanks for the info (in case I would need it sometime in the future).

 

Hopefully, TurboTax gets to just address and put this foreign pension and foreign retirement income matter to bed, as approach #3 would still be problematic especially if some states do not tax other miscellaneous income. It's already been years of discussions and workarounds on this. In the meantime, I hope my synopsis will be helpful to someone else with same questions - the threads, albeit tedious, were still super helpful.

 

Thanks to everyone who commented.