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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:
- Login to your TurboTax Account
- In the income section, under Retirement
- Select 1099-R”
- Select "Change how I enter my form" on the "Let's import your tax info" screen
- Select "Type it myself"
- Continue through the questions until the "Do any of these situations apply to you?" screen select "I need to file a substitute 1099-R"
- On the next page, click "Continue"
- Fill in the boxes with your pension information. For the Federal Tax ID, use "99-9999999" for Box 7, use Code 7.
- Select Yes when asked if you want to prepare a substitute Form 4852.
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March 17, 2023
6:52 PM