For the Tax Identification Number (TIN):
For foreign pension income in TurboTax, use a dummy Tax Identification Number (TIN) like
99-9999999 or
55-5555555 when asked for the payer’s EIN. Since foreign entities don't have U.S. EINs, entering nine 9s or another placeholder allows you to file a substitute 1099-R for income reported in the Wages & Income section.
- How to Enter Information: In the 1099-R section, select "I'll type it in myself." Then, check "I need to prepare a substitute 1099-R".
- TIN/EIN: If 99-9999999 does not work, try 55-5555555 or nine 2s.
- Foreign Tax Credit: Enter any foreign taxes withheld in the "Deductions & Credits" section under "Foreign Tax Credit" to avoid double taxation.
- Tax Treaties: Determine if a tax treaty exists between the U.S. and the country of origin to understand how the pension is taxed.
If the 1099-R section does not accept the dummy TIN, the pension may need to be entered as "Other Reportable Income" under Miscellaneous Income.
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