topic Foreign pension payment - no Payer TIN in Get your taxes done using TurboTax

Foreign pension payment - no Payer TIN

leeberman17 — Tue, 24 Feb 2026 07:48:08 GMT

This is blocking me from e-filing

Last year 11-1111111 worked

Re: Foreign pension payment - no Payer TIN

leeberman17 — Fri, 13 Oct 2023 05:58:21 GMT

More information

Entered as 1099-R Substitute - Form 4852

Last year this same entry was accepted with a dummy TIN of 11-1111111

Re: Foreign pension payment - no Payer TIN

leeberman17 — Fri, 13 Oct 2023 06:21:37 GMT

Found article from 2019 by Expert Alumni PaulaM suggesting this can be entered as Misc Income (under Less Common Income)

That worked!

Re: Foreign pension payment - no Payer TIN

Mike9241 — Fri, 13 Oct 2023 06:27:50 GMT

You can enter the foreign pension income on Form 1040, schedule 1 line 8z "foreign pension". the IRS has nothing to match it to like it does for US pensions for which you get a 1099-R. unless the pension receives special tax treatment, it is perfectly OK to report it as Miscellaneous Income.

Re: Foreign pension payment - no Payer TIN

leeberman17 — Fri, 13 Oct 2023 06:34:54 GMT

Thanks @Mike 9241

I have made a note for next year.

The amount is so small that it does not impact tax due anyway

Re: Foreign pension payment - no Payer TIN

jwhths — Mon, 12 Feb 2024 16:33:27 GMT

Income from a Defined Benefit plan is not taxed in Alabama. If I enter it as Miscellaneous income, or as income from Schedule 1 8z, it is not identified as retirement income when it transfers to my state taxes, so there's no way to mark it as not-taxed. If the 'foreign address' box is checked on the substitute 1099-R, turbotax should be smart enough to not croak on a blank EIN.