Foreign pension payment - no Payer TIN

[leeberman17]

This is blocking me from e-filing

Last year 11-1111111 worked

[leeberman17 · Accepted solution]

More information 

Entered as 1099-R Substitute - Form 4852

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

[leeberman17 · Accepted solution]

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

That worked!

[Mike9241]

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.

[leeberman17]

Thanks @Mike 9241

I have made a note for next year. 

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

[jwhths]

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.