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Retirement tax questions
Enter your Irish pension in Retirement Plans and Social Security. You will need to create a substitute Form 1099-R because you have a foreign pension.
To get there:
- Type "1099-r" in Search in the upper right
- Select "Jump to 1099-r"
- Say YES to Did you get a 1099-R in 2021?
- Continue past Get ready to be impressed
- On Let's import your tax info, chose the bottom option Change how I enter my form
- On How to you want to enter your 1099-R? click Type it in myself
- On Who gave you a 1099-R? select Financial institution or other provider (1099-R)
- Enter your 1099-R provider's info. For the Payer's TIN users have had success with 00-0000000 or 99-0999999
- On Enter your 1099-R details use 7 as the Box 7 Distribution code
- Do not check the IRA box. This is a qualified pension.
- On Do any of these situations apply to you? check I need to file a substitute W-2 and complete the information.
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‎February 7, 2022
9:04 PM