DaveF1006
Expert Alumni

Retirement tax questions

I would enter these under miscellaneous income rather than entering as 1099R because there is no EIN to enter. I know there are Turbo Tax posts that suggest entering all 9's but I am not confident this will work. These posts indicate that if entering all 9's do not work, enter as miscellaneous income instead, thus this is my recommendation.

 

Because of the complexities of various treaty arrangements, we cannot comment on the taxability of these pensions.  Generally the short answer is that these would be taxable because they weren't taxed in the UK but as I read through the articles I listed below in the links provided, there could be caveats within the agreement that may suggest otherwise.  

 

The best thing i can offer for you know is to read this IRS document for further guidance.  Also here is a link referencing the UK/US Treaty arrangement. 

 

 

 

 

 

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