I received a pension from my late husbands UK acount for 7 months in 2017. What form do I need to fill out

victoriacurran · ‎June 3, 2019

PaulaM · ‎June 3, 2019

The correct entry of a UK pension is to prepare a Substitute 1099-R form in the 1099-R/Pension section of Income and Expenses and entering either 1's or 9's for the payer ID.

However, some have electronic errors occur due to a substitute 1099-R having no federal ID number, so please enter the pension in Miscellaneous income. As long as IRS has the pension reported and included in total income, it is not problematic.

See TurboTaxToddL's answer below for reference.

https://ttlc.intuit.com/questions/4240542-how-do-i-input-income-from-the-uk-with-no-1009r-form

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View solution in original post

PaulaM · ‎June 3, 2019

The correct entry of a UK pension is to prepare a Substitute 1099-R form in the 1099-R/Pension section of Income and Expenses and entering either 1's or 9's for the payer ID.

However, some have electronic errors occur due to a substitute 1099-R having no federal ID number, so please enter the pension in Miscellaneous income. As long as IRS has the pension reported and included in total income, it is not problematic.

See TurboTaxToddL's answer below for reference.

https://ttlc.intuit.com/questions/4240542-how-do-i-input-income-from-the-uk-with-no-1009r-form

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

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I received a pension from my late husbands UK acount for 7 months in 2017. What form do I need to fill out