How do I report a foreign Retirement plan early withdrawal on turbo tax when I did not receive a 1099-R from the foreign institution?

[annelizes]

I was taxed in the foreign country on the early withdrawal already.

[DaveF1006]

The early withdrawal penalty is an excise tax paid for a early withdrawal and is not reported in your 1040 for a foreign tax credit. With this in mind, I would not suggest reporting this as a 1099 R in your return. If you do, you may be required to pay this again in your US tax return. 

Instead, I would suggest reporting your foreign income in this manner. If you paid foreign tax on the income, you may claim a foreign tax credit on the income (not the early withdrawal penalty). Here is how to report and claim the credit, just on the income only.

To report the income.

1. Log into your account
2. Select Wages and income
3. Less Common income
4. Miscellaneous Income, 1099-A, 1099>start
5. Scroll to the bottom of the page to Other Reportable Income
6. Other taxable income, answer yes
7. Then give a brief description of the income and the amount listed..
8. Once this appears in a summary screen, click on the Add Miscellaneous Income Item.  Call this foreign pension and then the amount of the pension.

To claim the foreign income credit.

1. Go to Federal
2. Deductions and credits 
3. Estimate and other taxes paid 
4. Foreign Tax Credit>start or revisit
5. When it asks We just need to check if you have any uncommon situations indicate I paid foreign taxes on income I earned while working in another country. 
6. At some point in the interview, it will ask if you wish to take a deduction or a credit.  Tak the credit.
7. There will be questions in the next screen asking you the description of the Foreign Taxes paid and the amount.
8. If you find that this has no effect on your tax return, you may circle-back and choose you wish to take a credit.
9. Navigate and record the entries that the program asks for and when you reach the page that mentions Foreign Tax Credit Worksheet, this is where you take notice.
10. The first that you will be asked is what category of income is it, you will say Passive income.
11. Next screen will say Country Summary, select add a country 
12. When it says Other Gross Income - XXXX, Here you put in the Gross Amount you earned in that country. 
13. Then you will navigate through the screens until you come to a screen that says Foreign Taxes Paid - XXXX, here is where you record the amount paid under Foreign Taxes.

Just an FYI, you may claim a foreign tax credit if the US has a tax treaty with the country that distributed your pension.