Where in Turbotax do I enter retirement income paid in the UK and no 1099R.

[ron3]

If I use the retirement income section a 1099R is produced.  I need a substitute 1099R but TT does not ask for it.

[Coleen3 · Accepted solution]

 On the screen “Tell Us Which 1099-R You Have”, there is a box “I need to prepare a substitute 1099-R”. Click on that box and continue. See the screen shot below.

For electronic purposes, the two letter state ID and zip code may be left blank, it should be fine for electronic filing. As to the Federal ID, UK pensions often do not have it, try entering nine 9s.

If electronic errors occur due to 1099-R data entry, please enter the pension in Miscellaneous income. As long as IRS has the pension reported and included in total income, it is not problematic. If your pension receives no special tax treatment, you are fine to report it in the miscellaneous income.