PattiF
Expert Alumni

Retirement tax questions

The pension would be entered on a different form than the German Social Security. This would be entered as a 1099-R.

 

To report your state pension from Germany:

  1. Login to your TurboTax Account 
  2. In the income section, under Retirement
  3. Select 1099-R”
  4. Select "Change how I enter my form" on the "Let's import your tax info" screen
  5. Select "Type it myself"
  6. Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
  7. On the next page, click "Continue"
  8. Fill in the boxes with your pension information.  For the Federal Tax ID, use "99-9999999" for Box 7, use Code 7.
  9. Select Yes when asked if you want to prepare a substitute Form 4852.

@olga13824 

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