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You don't need to create a substitute 1099-R for your foreign pension. Delete the substitute 1099-R you have created and enter it as "Other Income." (Instructions are below.) The end tax result (in terms of United States tax rate and amount assessed) will be identical to the results you achieved with the substitute 1099-R.
To enter your foreign pension on your return, follow the instructions below:
You don't need to create a substitute 1099-R for your foreign pension. Delete the substitute 1099-R you have created and enter it as "Other Income." (Instructions are below.) The end tax result (in terms of United States tax rate and amount assessed) will be identical to the results you achieved with the substitute 1099-R.
To enter your foreign pension on your return, follow the instructions below:
I cannot file my Federal return due to waiting for a Form 4852. I do not need the Form 4852. How can I resolve my problem?
The reversal by my investment firm of a portion of my distribution for 2020 resulted in the with drawl appearing on my 1099-R anyway and a form 549 being issued when the withdrawal was returned to the IRA.. I started to do a Form 4852 and then thought better of it and do not want to do it. Now, TurboTax says it cannot file for me until they get the form 4852.
I do not want to issue a Form 4852 correcting my 1099-R. How do I stop the Form 4852 process so I can file my return.
How do I correct? I want to cancel the Form 4852. I was trying to fix the problem of a distribution being reversed and resulting in a Form 5498 instead of a reduction in the distribution.
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