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Deductions & credits
@rickard , if you download and print the form 100-R from www.irs.gov, you will see all the codes listed. Use appropriate one (s) to fill out this dummy 1099-R. This will satisfy the software and meet IRS requirements for recognizing and taxing of the income ( foreign source pension ). Also if the foreign taxing authority taxes this income then depending on the exact facts and circumstances ( country, type of pension etc. etc. ) this tax may be eligible for double tax amelioration ( foreign tax credit / deduction ).
Is there more I can do for you ?
‎July 20, 2024
12:58 PM