As a US citizen or resident, you should include your UK pension on your US taxes. You will start to enter the amount under the Federal section, the information will be transferred over to the State section. Please revisit the state section to verify all the entries.
To enter the UK pension in TurboTax online program, you will need to create a substitute form 1099-R.
Here are the steps:
- Sign in to your account and select Pick up where you left off
- At the right upper corner, type in 1099r, then Enter
- Select Jump to 1099r
- On-screen, Your 1099-R / Did you have any of these income in 2019?, answer Yes and select Continue
- Next screen, Choose your bank or brokerage, select I'll type it in myself
- On the screen Tell Us Which 1099-R You Have, check the box I need to prepare a substitute 1099-R and follow the prompts.
As to the Federal ID, UK pensions often do not have the ID number. Please try entering nine 9s. If electronic errors occur due to 1099-R data entry, enter the pension under Miscellaneous income, see below instructions. As long as the IRS has the pension reported and included in total income, it is not problematic.
Here is the alternative:
- After sign into your account, select Pick up where you left off
- To your left, select Federal, from the top, select Wages & Income, scroll down to Less Common Income ( very last section on the screen)
- Click on Show more drop-down menu, scroll down to Miscellaneous Income, 1099-A, 1099-C- Start
- Select Miscellaneous Income- Other reportable income, select Start to enter info.
