SusanY1
Expert Alumni

Retirement tax questions

Put the income that is reported on the 1042-S in the area for 1099-R for retirement plans.  

If she is under age 59 1/2 use code "1" in Box 7.  If she is over 59 1/2 use code "7" in Box 7. 

The 1042-S should have the EIN of the payer as well as information about withholding, if any, and it should go in the areas marked for that on 1099-R.  

The box numbers won't match, but do your best to place the income numbers and other information in the properly labeled areas.  

This should allow you to still e-file.  Keep that 1042-S somewhere easily accessible in case th IRS asks for proof of any withholding, which does sometimes happen when you report it this way. 

 

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