MarilynG1
Expert Alumni

Retirement tax questions

@HM888 The IRS does 'document matching' so they will not have either a 1099-R or an SSA-1099 for you. 

 

Definitely don't use the SSA-1099 section to report this income, since Social Security benefits are often non-taxable or only party taxable.

 

1099-R income is taxed the same as other income on your return. 

 

The cleanest way to report your foreign pension income is by using 'Other Income' where you can enter a description of the income.  No worries about 'fake' ID's or Efile errors. 

 

Click this link for more info on Reporting Foreign Pension Income

 

If you paid tax on the income, claim a Foreign Tax Credit.  Choose 'general category income' to report taxes paid on Form 1116. 

 

 

 

 

 

 

 

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