How you enter a pension from Puerto Rico form 480.7c. PR government pension plan do not provide 1099-R

[gilbertomg]

Puerto Rico 480.7c

[ThomasM125 · Accepted solution]

You have to enter a Substitute form 1099-R. Follow these steps:

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

[Oliver02]

Thanks for the response. Do you know how (if it can be claimed) to claim the tax withheld (showing in 480.7C form) in the US Federal Tax return? Thanks 

[PattiF]

You can enter the tax withheld from your pension in the US Federal Tax return by following these directions.

To enter the federal tax withholding:

• Go to Federal on the left side of TurboTax Online
• Click on Deductions and Credits at the top of the page
• Scroll down to Estimates and Other Taxes Paid
• Select Other Taxes Paid and - click the Start button
• Follow the prompts

Please see this TurboTax help article for information.

@Oliver02