DanaB27
Employee Tax Expert

Retirement tax questions

No, you do not enter the Rentenversicherung income as a Form 1099-R distribution.

 

Pensions from the German government are treated just like US social security payments reported on an SSA-1099 (Publication 915 2022). Enter the amount received as an SSA-1099 by following the steps below:

  1. Open your return
  2. Click "Federal Taxes" from the top of your screen
  3. Click "Wages & Income"
  4. Click "I'll choose what to work on"
  5. Scroll down to “Retirement Plans and Social Security” and click "Start" next to "Social Security (SSA-1099, RRB-1099)
  6. Answer “Yes” to “Did you receive any Social Security benefits?
  7. Select “Social Security benefits (Form SSA-1099)” and enter the amount in box 5

 

Since you are receiving US and German benefits you will need to add up the amounts before entering them.

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