cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 3

What Federal ID number should I use when I create a substitute 1099-R?

 I have a UK Pension and in previous years I have used 99-999999 for the Federal ID number when creating a substitute 1099-R but this year TurboTax makes this an error and I can't file my taxes with this error outstanding.

Obviously a foreign pension payer does NOT have a federal ID number

1 Best answer

Accepted Solutions
Level 1

What Federal ID number should I use when I create a substitute 1099-R?

At least one poster said "11-1111111" worked this year, but she did not say whether it had gone through the e-file filters successfully.

See:  https://ttlc.intuit.com/replies/6487118

Strictly speaking, you can file a return with the substitute 1099-R (no FEIN) as long as you've completed Form 4852. That still does not mean you can e-file the return.

For all of your options, see: https://ttlc.intuit.com/replies/6592969

7 Replies
Level 1

What Federal ID number should I use when I create a substitute 1099-R?

Was UK tax withheld?
Level 1

What Federal ID number should I use when I create a substitute 1099-R?

At least one poster said "11-1111111" worked this year, but she did not say whether it had gone through the e-file filters successfully.

See:  https://ttlc.intuit.com/replies/6487118

Strictly speaking, you can file a return with the substitute 1099-R (no FEIN) as long as you've completed Form 4852. That still does not mean you can e-file the return.

For all of your options, see: https://ttlc.intuit.com/replies/6592969

Level 3

What Federal ID number should I use when I create a substitute 1099-R?

Thank you, yes, entering the UK pension as Foreign Income works. Although it doesn't really make sense since the TurboTax words all say "earned" this and "earned" that, and we all know that pension payments are always classed as "unearned" income.
Secondly, some smart TurboTax programer must have changed the way that the Federal ID number is checked for validity this year, because the 99-999999 has worked, just fine, for me when I entered the substitute 1099-R form  in 2016 and in 2015.
Level 1

What Federal ID number should I use when I create a substitute 1099-R?

Glad you got through it, although I wasn't pointing to the "Foreign Earned Income and Exclusion" interview.

If you look again, I was pointing to the "Other Reportable Income" interview, the very last interview in Wages and Income (Federal Taxes tab > Wages & Income category > Less Common Income subcategory > Miscellaneous Income sub-subcategory). And described as "Foreign pension."  It doesn't make any difference - taxed the same way.
Level 3

What Federal ID number should I use when I create a substitute 1099-R?

OK I see it now. Income ends up on line 21 rather than on line 7. Total taxable income is the same so hopefully the IRS is happy either way.
Level 1

What Federal ID number should I use when I create a substitute 1099-R?

Reporting the pension income as "Other Reportable Income" is a really bad idea if you live in a state (like Illinois) that exempts pension income from taxation. Making that change is going to cost you $$$$ in state taxes.
Level 3

What Federal ID number should I use when I create a substitute 1099-R?

Thank you but I live in NC so it makes no difference to me. I googled and it seems that it is ONLY Mississippi, Illinois and Pennsylvania states that do not tax pension payments the rest of us have to pay up.