ErnieS0
Expert Alumni

Retirement tax questions

You can enter a foreign pension in the pension section of TurboTax. After you enter your info, you’ll need to prepare a substitute 1099-R @juham2013.

 

In CD/Download:

  1. Type 1099-r in Search in the top right
  2. Select Jump to 1099-r
  3. Tap Add Another 1099-R in the bottom left
  4. On Let Us Enter Your 1099-R, select I’ll type it in myself
  5. On Tell Us Which 1099-R You Have, choose Form 1099-R and check the box I need to prepare a substitute 1099-R
  6. Fill in all your info in US dollars. Do not enter any tax withheld in Box 4 as it is not US tax
  7. You can claim a credit or deductions for foreign tax paid elsewhere

There is a more complete discussion at Where to enter foreign pension income and foreign.

Where do I enter the foreign tax credit (Form 1116) or deduction?

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