Payer ID on form 1099-R is needed. We get 3 pensions from Japan posted to a Japanese bank. These pension companies have never heard of a 1099-R and can not send one.

cyberdan61 · ‎June 1, 2019

We filed last year and this number was not asked for. Now this year TT issists for it to be entered. These pension plans, in Japan, do not have one. Is there an override number?

MarilynG · ‎June 1, 2019

You can enter your Japanese pensions as Other Miscellaneous Income in TurboTax. The IRS no longer accepting 'Substitute 1099-R forms' without a valid Payor ID.

Go to Wages & Income and choose 'I'll explore on my own'.

From the list of topics, scroll down to Less Common Income, and click Start/Update on Miscellaneous Income.

From the topic list, scroll down to 'Other Reportable Income' and say Yes.

You will be able to enter a description and amount (screenshot).

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View solution in original post

MarilynG · ‎June 1, 2019

You can enter your Japanese pensions as Other Miscellaneous Income in TurboTax. The IRS no longer accepting 'Substitute 1099-R forms' without a valid Payor ID.

Go to Wages & Income and choose 'I'll explore on my own'.

From the list of topics, scroll down to Less Common Income, and click Start/Update on Miscellaneous Income.

From the topic list, scroll down to 'Other Reportable Income' and say Yes.

You will be able to enter a description and amount (screenshot).

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

cyberdan61 · ‎June 1, 2019

It makes sense but then that worries me. This is a govt form and it makes sense. 😉 (but I will use)

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Payer ID on form 1099-R is needed. We get 3 pensions from Japan posted to a Japanese bank. These pension companies have never heard of a 1099-R and can not send one.