@sr41 , having read through your post and the response by my colleague @DaveF1006 ( which I agree with as far as 3520 ), I have a different take on this. From what decare as the whys and wherefore of this source and because it was tied to a retirement age, to me this pension/ annuity. It had your contribution ( yes?) and employer contribution plus growth. Thus you should treat this as Foreign pension/annuity and the distribution is periodical. Please consider filling out a 1099-R ( this will come in once you tell TubroTax that you have pension income -- fill out everything i.e.. distribution amount , taxable amount ( foreign pensions often will have taxable amount same as the distribution amount ), distribution code 7 ( normal distribution) and use a dummy EIN for the payor ( something like 23-1234567 ( just to keep the software happy).
Is there more I can do for you ?
