turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

SamiC
New Member

How do I report Foreign Pension (pension income from a foreign country)?

 
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
JamesG1
Expert Alumni

How do I report Foreign Pension (pension income from a foreign country)?

Submit a substitute 1099-R as if the payer did not submit a statement when they should have.

 

  • Down the left side of the screen, click on Federal.
  • Down the left side of the screen, click on Wages & income.
  • Click the down arrow to the right of Retirement Plans Social Security.
  • Click to the right of IRA 401K Pension Plan Withdrawals.
  • At the screen Let's import your tax info, select Change how I enter the form.
  • At the screen How would you like to upload your 1099-R, select Type it in myself.
  • At the screen Who gave you a 1099-R, select Financial institution or other provider.  Click Continue.
  • At the screen Enter  your 1099-R providers info, enter the information.
  • Enter the dollar amount in box 1 box 2a and select '7' for box 7.
  • At the screen Do any of these situations apply to you, select I need to file a substitute 1099-R.

See also this TurboTax Help that discusses the issue.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question