ErnieS0
Expert Alumni

Retirement tax questions

TurboTax Expert @MarilynG1 suggest entering your pension as "Other Reportable Income" instead of creating a substitute 1099-R. See her solution at: Foreign pension seems no way to include info due to payerID.

  • If using TurboTax Online, click on Federal on the left column
  • Click on Wages & Income at the top
  • Scroll down to Miscellaneous Income, 1099-A, 1099-C. Start
  • Choose Other reportable income
  • Say Yes to Any Other Taxable Income?
  • In Other Taxable Income, enter a Description and Amount

Some TurboTax users have suggested using 11-1111111 as a workaround.

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