Retirement Income from a foreign country

[juham2013]

I saw similar posts, but I also believe that some of the suggestions might not help or work as foreign entities such as in my case do not have Federal ID numbers.  Some people suggested a string of "9"s but then I read that it might not work in this case.  I use TurboTax Home & Biz (not the on-line version).

Which form do I need to use to report fixed retirement income and how does one make sure that one gets credit for all the taxes paid on such retirement income?

Cheers,

JJ

[Opus 17 · Accepted solution]

Just report it as other miscellaneous taxable income.  There is no need to enter a fake 1099-R with a fake tax number.  

Separately, there are some situations where foreign retirement benefits that are considered similar to mandatory Social Security in the US might be subject to tax treaty provisions that affect where and how much tax you pay.  If you want to discuss that, you will need to tell us about the country and the benefit, your citizenship and residency status, and I will locate an expert to assist.