Retirement tax questions

If you have a pension from Puerto Rico (not reported on a  1099-R), you can still enter it in the 1099-R interview under Retirement Plans and Social Security.  You can indicate on the Enter your 1099R screen, that the payer has a foreign address.

If the payer has a Federal ID number, please enter it.  If they don't have one, just enter your own social security number.  The form itself does not get transmitted along with your return.

To enter your pension information, please follow these steps:

1. Click on Federal Taxes > Wages & Income.
2. Scroll down to the Retirement Plans and Social Security section and click on the Start/Revisit box next to IRA, 4701(k), Pension Plans (1099-R).  [See Screenshot #1, below.]
3. If you've already entered one (or more) 1099-Rs, you will see a screen Your 1099-R Entries.  Click on the link Add Another 1099-R.  [Screenshot #2]
4. If you haven't yet entered a 1099-R, you will see the screen, Your 1099-R. Click Yes and then Continue.
5. You can either import your 1099-R or click on the I'll type it in myself box. [Screenshot #3]
6. IMPORTANT:  If you select to enter the information yourself, you will see a screen, Tell Us Which 1099-R You Have.  Be sure to mark 1099-R. [Screenshot #4]
7. On the screen, Enter [X] 1099-R, under Payer Information  mark the radio button next to Foreign Address and enter the rest of the information contained on your 480.7c form.  [Screenshot #5]
8. Continue through the screens, answering the interview questions.