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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:
- Open your return
- Click "Federal Taxes" from the top of your screen
- Click "Wages & Income"
- Click "I'll choose what to work on"
- Scroll down to “Retirement Plans and Social Security” and click "Start" next to "Social Security (SSA-1099, RRB-1099)"
- Answer “Yes” to “Did you receive any Social Security benefits?”
- 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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February 18, 2023
11:55 AM