The United Nations, my former employer, cannot issue U.S. tax forms, such as the 1099-R. We receive a statement of benefits, which is accepted by the IRS but is not the same thing. Last year I was able to enter my pension information in Turbotax, but now there are a couple of places where I can't proceed without entering info specific to the 1099-R. I was advised to enter my retirement income under Miscellaneous Income instead, but if I do that, Turbotax doesn't calculate the New York pension exclusion, raising my state taxes significantly. This version of Turbotax simply doesn't work for UN retirees. It's a shame, I will miss it.
