topic Tax for foreign pension in Retirement tax questions

Tax for foreign pension

eromascanu52 — Mon, 23 Feb 2026 10:29:38 GMT

I am a US citizen, residing in US. I receive a monthly pension from Romanian government for the work done prior to my coming to the US. I use TurboTax Premier to file my return. Do I need to report this pension, and if yes, how?

Re: Tax for foreign pension

ThomasM125 — Mon, 23 Jan 2023 20:55:13 GMT

You do need to report the income as pension income, assuming there is not a tax treaty exempting it. You need to enter a substitute 1099-R form in TurboTax as follows:

Choose the Federal option on your left menu bar
Choose Wages & Income
Choose the Retirement Plans and Social Security menu option
Choose IRA, 401(k), Pension Plan Withdrawals(1099-R)
Choose the enter 1099-R option
Choose Change how I enter my form
Choose Type it in myself
Choose Financial institution or other provider (1099-R)
Enter in as much information as you can regarding the pension income
Work through that section until you see Do any of these situations apply to you?
Choose I need to file a substitute 1099-R
Complete the information requested

Re: Tax for foreign pension

eromascanu52 — Wed, 25 Jan 2023 23:23:42 GMT

Thank you Thomas.

Re: Tax for foreign pension

tax9999 — Fri, 24 Mar 2023 15:27:39 GMT

This substitue 1099-R doesn't work as it rejected without the ETIN. I don't have a ETIN as the company is from UK. I tired to put a dummy number (i.e 11-1111111, 99-9999999) and it doen't work. Please advise. Thanks

Re: Tax for foreign pension

AbrahamT — Fri, 24 Mar 2023 15:50:59 GMT

In that case, try entering the income under Miscellaneous income as follows:

To your left, select Federal
From the top, select Wages and Income
Scroll down to last section -Less Common Income -select Miscellaneous Income, 1099-A, 1099-C- Start
Next screen, scroll down to Other Reportable Income- Start
Follow prompts

For more detail see HERE

Enjoy the rest of your day!