You don't need to create a substitute 1099-R for your foreign
pension. Delete the 1099-R you have created and enter it as
"Other Income." (Instructions are below.) The end tax
result will be
identical to the results you achieve with the substitute 1099-R.
To enter your foreign pension on your return, follow the
instructions below:
- Choose the Federal return and the Wages &
Income tab.
- Scroll down to Less
Common Income and Show more.
- Choose Miscellaneous
Income, 1099-A, 1099-C.
- Choose Other
Reportable Income and
say Yes.
- Even though the screen says
"Do not enter income reported on Form 1099-MISC", this is where
you will enter the description "Foreign Pension" and the amount you
received.
