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Retirement tax questions
To enter foreign pension in TurboTax online program, you will you would NOT treat it as "other income," rather, you will create a mock form 1099-R.
Within your Personal Tax section, Under Retirement Plans, select the IRA, 401(k), Pension Plans (1099-R).
- On screen, Your 1099-R, answer Yes and select Continue
- Next screen, Choose your bank or brokerage, select I'll type it in myself
- On the screen Tell Us Which 1099-R You Have, check the box
I need to prepare a substitute 1099-R and follow the prompts.
If your foreign issuer does not have an ID number, you can try entering nine 9s.
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‎April 8, 2022
4:31 PM