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.

reporting unearned income on turbo tax

reporting foreign pension
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
ThomasM125
Expert Alumni

reporting unearned income on turbo tax

You will need to make a substitute Form 1099-R entry in TurboTax to report your foreign pension income.

 

To enter a substitute form 1099-R in Turbo Tax Online follow these instructions:

 

  1. Find the Retirement Plans and Social Security menu option in the Wages and Income section of TurboTax
  2. Start or Update IRA, 401(k), Pension Plan Withdrawals (1099-R)
  3. Choose Add (Another) 1099-R
  4. Choose I'll type it in myself
  5. Choose the source of your 1099-R form
  6. Enter your pension income into the Form 1099-R entry screens
  7. When you come to the screen that says Do any of these situations apply to you? Check the box that says I need to file a substitute 1099-R and follow the instructions

Enter the pension income into the Form 1099-R entry screens as if it you had received that form.

**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