Usually no. The 1099-R is a strictly American tax form. UK pension providers (like Nest, Aviva, or the DWP for State Pensions) use their own reporting systems (like the P60) which do not translate directly to US tax forms. The only exception might be if you worked for an American company, the company recognizes you are now a US citizen, and you request a 1099R to be sent to you.
Since you do need to report your worldwide income. Here is how to report in TurboTax.
- Go to Wages & Income > Less Common Income > Miscellaneous Income.
- Select Other Reportable Income.
- Description: "UK Pension" or "UK State Pension."
- Amount: The total amount received, converted to US Dollars using the average annual exchange rate.
Now let me give you a warning. If your combined foreign accounts (including the balance of your UK pension) exceeded $10,000 at any point in the year, you must file an FBAR (FinCEN Form 114). This is a separate filing from your tax return and carries heavy penalties if missed. You can file that here.
Addtionally, If your UK accounts, including pensions, have more than $50,000 filing Single, or $100,000 married filing Jointly, you need to file Form 8938 in your tax return. This is generated by:
- Sign in to TurboTax Online and open your return.
- Click on the "Other Tax Situations" tab in the top menu (or on the left side, depending on your view).
- Scroll down to the "Other Tax Forms" section.
- Look for "Prepare a report on foreign financial assets" and click Start or Revisit.
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