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Retirement tax questions
No, do not complete Form 4852. This is reported on a substitute 1099-R.
To enter foreign pension in TurboTax online program, you would NOT treat it as "other income," rather, you will create a mock form 1099-R.
On sidebar
- Select Federal
- Wages & Income
- Select Wages and Salaries, or Revisit
- Scroll to Retirement Plans and Social Security
- Select the type of income.
- IRA, 401(k), Pension Plan Withdrawals (1099-R)
- Social Security (SSA-1099, RRB-1099)
- Canadian Registered Pension Income
- Get Ready to be Impressed - Continue
- Select [Change how I enter my form]
- Select [Type it myself]
- Who gave you a 1099-R? Select and continue
- You will post your information the best you can and continue through the interview
- If your foreign issue does not have an ID number, you can try entering nine 9s.
- You will come to a screen: Do any of these situations apply to you?
- Select I need to file a substitute 1099-R.
- Continue until you complete the process.
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March 7, 2023
10:00 AM