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Level 2
June 5, 2019
Question

Can I file UK pension using substitute 1099-R?

  • June 5, 2019
  • 1 reply
  • 0 views

Form 1099-R.. I reported my Foreign UK pension  last year left the FED ID blank and I was able to e-file with no problems. This year 2017 it is demanding a FED id and refuses to e-file.  Should I use a different form ? I want to e-file ?

1 reply

Level 12
June 5, 2019

Yes, You can create a substitute 1099 R instead or trying to make it work in the standard 1099-R section. 

Once you click the box "I need to prepare a substitute 1099-R," TurboTax will walk you through all the steps necessary to report your UK pension. 

Make sure you convert you income into US Dollars. 

Level 2
June 5, 2019
I did select the prepare a substitute 1099-R box but it will not let me e-file without the FED ID filled in. The UK Pension service does not have a FED ID.  I tried leaving the ID blank, filling with 9’s and filling with 0’s but will not let me e-file. Last year it worked fine widen filled with  9’s ?