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Retirement tax questions
Enter your foreign pension (except Canada*) like this:
- Return to your income section
- Add/Edit the 1099-R for your foreign pension
- Go through the main entry screen and leave the ID number blank
- Continue to see multiple question screens:
- Is it an IRA?
- Where is your distribution from?
- What kind of plan?
- Do any of these situations apply to you? You want to check the box that you need a substitute 1099-R form. The substitute form can be filed without the erroneous federal id number. You can still efile your return.
- Continue - answer how you arrived at the figure,
- Continue - answer your foreign county does not issue 1099-R.
- Continue answering questions. If you are efiling, you can skip printing the form 4852. As a matter of personal preference, I like to save a copy and would click print for my digital records. Click skip after printing or instead of printing
- Continue answering standard questions, periodic payment or lump sum, when did payments begin, etc.
*If you have Canada Pension Plan or Old age security, see here.
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‎January 10, 2024
10:09 AM