How do I enter French retirement income

pimprenelle · ‎January 26, 2023

PattiF · ‎January 26, 2023

You would report the income as pension income. You need to enter a substitute 1099-R form in TurboTax as follows:

Choose the Federal option on your left menu bar
Choose Wages & Income
Choose the Retirement Plans and Social Security menu option
Choose IRA, 401(k), Pension Plan Withdrawals(1099-R)
Choose the enter 1099-R option
Choose Change how I enter my form
Choose Type it in myself
Choose Financial institution or other provider (1099-R)
Enter in as much information as you can regarding the pension income
Work through that section until you see Do any of these situations apply to you?
Choose I need to file a substitute 1099-R
Complete the information requested

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**Mark the post that answers your question by clicking on "Mark as Best Answer"

PattiF · ‎January 26, 2023

You would report the income as pension income. You need to enter a substitute 1099-R form in TurboTax as follows:

Choose the Federal option on your left menu bar
Choose Wages & Income
Choose the Retirement Plans and Social Security menu option
Choose IRA, 401(k), Pension Plan Withdrawals(1099-R)
Choose the enter 1099-R option
Choose Change how I enter my form
Choose Type it in myself
Choose Financial institution or other provider (1099-R)
Enter in as much information as you can regarding the pension income
Work through that section until you see Do any of these situations apply to you?
Choose I need to file a substitute 1099-R
Complete the information requested

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

pimprenelle · ‎January 29, 2023

thank you so much!

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