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Retirement tax questions
To enter foreign pension, you will need to create a substitute form 1099-R.
Entering Foreign Pension:
1. Sign into your account and select Take me to my return
2. At the right upper corner, type in 1099r, then Enter
3. Select Jump to 1099r
4. On screen, Your 1099-R, answer Yes and select Continue
5. Next screen, Choose your bank or brokerage, select I'll type it in myself
6. On the screen Tell Us Which 1099-R You Have, check the box
I need to prepare a substitute 1099-R and follow the prompts.
If your foreign issuer does not have the ID number, try entering nine 9s.
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March 27, 2023
7:18 AM