MarilynG1
Expert Alumni

Retirement tax questions

You can enter your Foreign Pension either by creating a Substitute 1099-R or entering it under Miscellaneous Income.

 

If you also paid Foreign Tax on that income, please see the following steps from @TurboTaxKarenJ:

 

 

To report the foreign tax paid on your pension for foreign tax credit:

  1. Enter foreign tax credit in the search box at the top of the page and click the Jump to link
  2. Click 'Yes" you paid foreign taxes
  3. Click through the screens regarding foreign interest and dividends
  4. Click yes that you have reported all your foreign income already in TurboTax
  5. Click that you want to take a credit
  6. Answer question about the Simplified Limitation Election
  7. Choose income type for pension - it will be General category income
  8. Add the name of  your county
  9. Enter description -XXX pension
  10. Enter Pension Income amount that you previously reported in another section of TurboTax (1099-R substitute)
  11. Enter your taxes you paid on your foreign pension in the box "Other income"
  12. Continue through the foreign tax credit screens until done.

 

Form 8833 would not apply in this case, but click this link for dertailed info from the IRS

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