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Retirement tax questions
thank you, @Champ and other responses; I believe AI received its "1099-R" answer from the TurboTax software where you can fill out a substitute form 1099-R with all details (Address, Federal ID, Taxable amout, etc. etc.) on line "IRA, 401K, pension withdrawals" whereas reporting it on line "Social Security SSA 1099" (box 5 on form SSA-1099) you need to manually add the converted EUR amount into USD and add it to the US SS. There are no additional forms to support the entry, no address, no ID, and, in general, no audit trail. Wouldn't this require a correction of the TurboTax Software?
Thank you all for your responses.
Monday