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Deductions & credits
It's impossible to e-file tax returns with errors, so it's Turbo Tax.
11-1111111 worked in 2022 and previous years and I was able to properly file our taxes.
This year it does not work. This is a bug which needs to be fixed.
Foreign pensions should be reported on 1099-R form so state exclusions can be properly applied.
Without that I won't be able to e-file my taxes for 2023.
I'm sure there are more people in the US receiving foreign pensions.
If their tax advisors report his as a other income, they are losing lots of money because they're not getting important exclusions. I know a CPA who's been doing this for a while until I confronted him about the issue.
‎January 16, 2024
9:04 AM