How do i get rid of error message on Payer Federal ID number on 1099 R since no number exists because its a Canadian pension payer ?

just found  out  by  dumb luck that 99-0999999 works to eliminate  the  error in 2017 return

Thanks John-I prefer the 1099s for the info & the 0 did the trick for 2018. This should be the recommended answer for this type of question.

I ran into the same problem today, but involving a UK entity with no Federal ID number.  Strictly following the IRS recommendation would result in simply leaving Box 6 blank, but the Turbotax software will not allow that to happen.  Most frustrating.  However, I tried entering the number 99-0999999 as previously recommended on this thread and I am happy to report that it worked and the e-file went through.  While I am extremely grateful to the person who suggested this work-around, I find it unacceptable that this problem has been around for a number of years without being fixed by Turbotax.  So guys, hope you are reading these threads and sort this one out before next year rolls around.

Many thanks for your solution John - helped keep my blood pressure under control today.

The 99-0999999 gambit seems to work for 2021 returns reporting UK pension income.  The 99-9999999 that TurboTax suggests doesn't work and apparently hasn't worked for years.  

This 99-0999999 thing is one example I came across.  The other example was going round and round with some 1099-MISC income we had that TurboTax insisted must be a new line of self-employment business.  Eventually resolved by inaccurately characterizing it as a manufacturer's incentive.

2022 tax return with substitute  Swiss Social security 1099-R worked great. Thanks for the tip with 99-099999

I had the same problem I used 99-9999998 and that was accepted, at least on March 6 when i filed.

Hi, all who are interested in how to enter a Canadian pension plan (not Canadian Pension Plan, which is similar to SSA).

I e-filed my Turbotax 1040SR March 6 so I should have my refund back by now.  Well, it's not here and I got a CP05A notice from the IRS.  Fortunately I bought the Intuit Audit Defense, so I contacted them.  LONG story short, the IRS is apparently reviewing the private pension plan payment and withholding from a Canadian university that I reported on a 1099R.  The university is in Canada, the individual in question was a non-resident status citizen with US passport.  The university issued a NR4 (similar to T4 but for NonResident).  The IRS is reviewing, TaxAudit is communicating with the IRS for Intuit.  I can't get any answers and TaxAudit's EA says it could take up to 8 months for the IRS to review.  We've sent the NR4 to the IRS so I don't know what else I can do.  I"m FRUSTRATED and DISAPPOINTED with Turbotax not giving any guidance AT ALL.  Frustrated with the IRS for not being more transparent with the TaxAudit's EA.  I am MORE THAN WILLING to file the Canadian pension payments and withholding in the format the IRS is expecting, IF SOMEONE AT TURBOTAX WILL TELL US HOW TO DO IT.

https://ttlc.intuit.com/turbotax-support/en-us/help-article/retirement-benefits/enter-canada-pension-plan-cpp-old-age-security-oas/L1fw5Jpmv_US_en_US?uid=lhm5p5hs

I had no problem with my wife's CPP (Canadian Pension Plan) or OAS (Old Age Security).  CPP just adds to SSA in 1040SR, and she didn't qualify for OAS.  She also has a pension from York University.  That can't be added to SSA.  She received a NR4 (NonResident equivalent to a Canadian T4 for a corporate/private pension plan).  Turbotax doesn't have a provision for this common type of Pension, nor do they have a word of guidance.  That's what has my fur rubbed the wrong way. 

Anything that doesn't have a place can be entered as OTHER taxable income reported on line 8 of the Sch 1 ... 

• Down the left side of the screen, click Federal.
• In the center of the screen, click Income & expenses.
• On the screen Your income and expenses, scroll all the way down to the last section, Less Common Income.
• Click the Start or Update button for the last topic, Miscellaneous Income, 1099-A, 1099-C.
• On the next screen, Let's Work on Any Miscellaneous Income, scroll down and click the Start or Update button for the last topic, Other reportable income.
• The next screen asks, Did you receive any other taxable income. Click Yes.
• On the next screen, Other Taxable Income, enter a description and the amount. Click Continue.
• On the next screen click Done.

The income will be reported on Schedule 1 line 8 with the description that you entered. 

I did a 1099R because it has fields for all the data PLUS a field for taxes withheld.  I still think TURBOTAX should do a better service if they would provide guidance for PRIVATE Canadian pension plans (not CPP).  There are literally 10's of thousand Canadians that have retired to the states that recieve pensions from their previous employers, and many of those use Turbotax.  

If there were federal taxes withheld and it was not reported on a 1099-R with the proper EIN  then you can put all of it on the return however you will have to mail in the return with the canadian form issued showing the with holding attached to the return.  Not doing this will indeed delay the processing while the IRS confirms the info on that form.  

     York University doesn't have an EIN (9digits) and they don't have plans to apply for one.  They have the equivalent "Payer or Agent Identification Number" (10 digits).  I have furnished the NR4 to the IRS with the Gross Income and Non-Resident Tax Withheld.

     Bottom Line: TurboTax should provide better guidance than to leave it up to comments in the TurboTax Community as to how to include the private pension gross income and tax withheld, IMHO. 

     I appreciate your input though.  Thanks.

I wonder if the issue you have is to do with the reporting of the tax withholding.  We report our UK (private) pension payments on a cash basis, only reporting the tax withheld and paid to UK Inland Revenue when I succeed in getting them to release the withheld funds to us.  UK private pensions paid to US tax residents are to be taxed entirely in the US.  So if the UK withholds tax from our pensions, we don't report that immediately to the US IRS, we wait until we've received it back from the UK.  Eventually we can complete a form that the UK accepts as proof that we're US taxpayers paying tax on these pensions in the US, and that brings UK withholding to an end.  I have no idea if the same rules apply to Canadian private pensions received by US tax-payers.   But if the rules ARE similar then I'd imagine that the tax withholding reported would cause a mismatch in the IRS system and cause an issue to be flagged?  

Thanks.  I'll check into that.  But I seem to doubt Canada Revenue would go along with allowing the full gross to go to the US and forgoing the withholding on pension funds that were funded with  before tax contributions.  They will want the tax, same as they would if the recipient were Canadian and still a Canada resident paying the tax on gross.  Hmmmmm.    I think Canada will get the tax, my wife will get the net and the US will give a credit for the tax withheld.  On my return I filed it as a 1099R, reported the gross amount is USD, the withholding in USD.  It tallied like a regular 1099.  I would have reported the gross on a 1099 and then filed a  Form 1116 to get a Foreign Tax Credit, but that seemed awkward it reporting the gross and withheld on separate forms.  (The Foreign Tax Credit could actually be more beneficial to me as it would reduce the tax liability more than reporting withholding the 1099.)  Bottom line I believe TurboTax should be more helpful here...

Yes, thank you John. It worked for my 2023 return!

FYI.

The trick is still good for the 2024 version. Thanks again.

I have the same issue - IRS is reviewing the taxes deducted from my 2023 Canadian pension. Still waiting on a response.

I'm not sure how to enter these into turbo tax for 2024. Currently Turbo tax provides no direction - open to suggestion

What type of form are you entering? Is it a 1099-R? Have you tried using 99-0999999 for the payer id?

Yes, that worked.  The actual form is a NR4 - I've been told to treat it as a 1099.

I followed this advice for my 2023 Tax return & the IRS rejected the foreign taxes withheld related to this NR4.   I'm currently disputing with the IRS. 

I'm concerned that if I do the same thing year - the IRS will again reject. Any suggestions as to the best way to report this foreign income along with the taxes paid/withheld.

This is another way to enter your Canadian Pension.  Follow the instructions in the link by DaveF1006