AmyC
Expert Alumni

Retirement tax questions

Enter your foreign pension (except Canada*) like this:

  1. Return to your income section
  2. Add/Edit the 1099-R for your foreign pension
  3. Go through the main entry screen and leave the ID number blank
  4. Continue to see multiple question screens: 
  5. Is it an IRA? 
  6. Where is your distribution from?
  7. What kind of plan?
  8. 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.
  9. Continue - answer how you arrived at the figure,
  10. Continue -  answer your foreign county does not issue 1099-R.
  11. 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 
  12. 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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