riodice
Returning Member

Retirement tax questions

FYI

Suppose it concerns X-Pats working/living abroad and having foreign retirement funds with no Federal Identification number. Then you have a problem! Turbotax will not allow you to e-file with no Federal Identification Number on the 1099-R even though Turbotax does not include the 1099-s forms, only the substitute form 4852 which is all you need.

The 1099-R produced from form 4852 is a substitute form that one did not receive. However if one is filling in from abroad, outside of the US, then there is no Federal identifier Number to fill in on the 1099-R. So why is the Turbotax software not allowing e-File because the 1099-R has no Federal Identifier Number? Turbotax is not sending the 1099-R, only the 4852 forms, which is all you need, when filing with the IRS. Turbotax software makes no sense!