Where do I list monthly pensions distributions from a former, international employer, when the plan is not qualified and the employer does not issue any tax documents?
My former employer, based in the Philippines, began paying me a monthly pension in 2024. This is not a qualified plan. The employer does not issue any IRS tax documents.
01830
1 Replies
ThomasM125
Expert Alumni
Apr 15, 2025 1:38:02 PM
You need to enter that as a substitute Form 1099-R in TurboTax.
To enter a substitute form 1099-R in Turbo Tax Online follow these instructions:
Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
Choose Add (Another) 1099-R
Choose I'll type it in myself
Choose the source of your 1099-R form
Enter your pension income into the Form 1099-R entry screens
When you come to the screen that says Do any of these situations apply to you? Check the box that says I need to file a substitute 1099-R and follow the instructions