MarilynG
Expert Alumni

Retirement tax questions

If you were able to successfully efile a Federal return with a 'Substitute 1099-R' for your parents' German pension, but their State return was rejected, save a copy of their Originally Filed Federal Return.

Then open their return and change the reporting of the pension income in their Federal return.  Go to File, and try to Efile their State return only again.  

Here is an alternative way to report the Foreign Pension Income in their Federal return:

1.  Sign into your account, select Take me to my return 

2.  To your left, select Federal, from the top, select Wages & Income, scroll down to Less Common Income (very                        last section on the screen) 

3.  Click on Show more drop-down menu, scroll down to Miscellaneous Income, 1099-A, 1099-CStart 

4.  Select Miscellaneous IncomeOther reportable income, select Start

 

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