DianeW777
Expert Alumni

Retirement tax questions

Every state return is different and so backing it out may not be an option. You should use the substitute Form 1099-R to complete your return.  Any state that does not tax pension income would not include the distribution when entering using this method.

 

To enter your foreign pension income as a substitute form 1099-R:·        

  1. Click the Federal Taxes tab at the top.
  2. Select Wages and Income.
  3. Scroll down to the Retirement Plans and Social Security section
  4. Select IRA, 401(k), Pension Plans Withdrawals (1099-R). 
  5. On the screen “Tell Us Which 1099-R You Have”, there is a box “I need to prepare a substitute 1099-R”. Click on that box and continue.

Once you have the pension entered, carefully proceed through your state return.  If you are using TurboTax CD/Download version you may be able to make adjustments using the Forms mode and override option.  

Important:  Under normal circumstances, you shouldn't have to override anything. Returns that contain overrides cannot be e-filed and may not be covered under our 100% Accurate Calculation Guarantee. We're providing these instructions to customers who understand the risks, but wish to proceed anyhow.

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