Hi, all who are interested in how to enter a Canadian pension plan (not Canadian Pension Plan, which is similar to SSA).
I e-filed my Turbotax 1040SR March 6 so I should have my refund back by now. Well, it's not here and I got a CP05A notice from the IRS. Fortunately I bought the Intuit Audit Defense, so I contacted them. LONG story short, the IRS is apparently reviewing the private pension plan payment and withholding from a Canadian university that I reported on a 1099R. The university is in Canada, the individual in question was a non-resident status citizen with US passport. The university issued a NR4 (similar to T4 but for NonResident). The IRS is reviewing, TaxAudit is communicating with the IRS for Intuit. I can't get any answers and TaxAudit's EA says it could take up to 8 months for the IRS to review. We've sent the NR4 to the IRS so I don't know what else I can do. I"m FRUSTRATED and DISAPPOINTED with Turbotax not giving any guidance AT ALL. Frustrated with the IRS for not being more transparent with the TaxAudit's EA. I am MORE THAN WILLING to file the Canadian pension payments and withholding in the format the IRS is expecting, IF SOMEONE AT TURBOTAX WILL TELL US HOW TO DO IT.
