KarenJ2
Expert Alumni

Retirement tax questions

Yes, if the distribution happened while she was a resident of the US.   However, I would talk to someone with expertise on the US/UK treaty.

 

Yes, you can use the substitute 1099-R to report the distribution.  You also can report the income as "other income."  and then you do not need to enter a Payer's Federal Identification number.

 

To report it as other income.as "Foreign pension" 

 

  1. Open your return in TurboTax 

  2. Click on Wages & Income 

  3. Scroll down to All Income 

  4. Scroll down to Less Common Income 

  5. Scroll down to Miscellaneous Income, 1099-A, 1099-C 

  6. Click start 

  7. Scroll down to Other reportable income 

  8. Answer yes 

  9. Enter description and amount 

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