wsotbtx
New Member

Foreign pension income under Misc Inc. has a neg consequence on state income tax if pension income is excluded (e.g. MD). Can all 9's tax ID for self 1099-R be restored?

Foreign pension income used to be reported logically under Retirement Income, accompanied by a self created 1099-R.  This form was no longer usable since the all 9's pseudo tax-ID was rejected by TT software since 1-2 years ago.

Instead, the TT online support suggested reporting the foreign pension income under Miscellaneous Income.  This works fine for Federal Tax, but has a negative consequence on our state income tax for states allowing (partial) pension income exclusion (e.g. MD).

Filers with foreign pension income need the TT software to restore acceptance of the all 9's pseudo tax-ID to be used with self created 1099-R's.