Trying to get foreign pensions added to to manual 1099-R forms. Got stuck on the Federal Identification Number when trying to use 99-9999999. Found instructions that said to also fill out Form 4852. Followed instructions to fill out Form 4852. The Payer Federal ID number 99-9999999 now pops up as an error on the 4852. At least the same error has cleared on the 1099-R. How do I get past this error?
Turbo Tax's 1099-R is fouled up, and I am fed up.
Last year because people receiving social pensions from foreign governments were forced to enter a non-existent "Payer's Federal ID#", I could not file electronically. After many phone calls to the IRS, I reached some department that deals with difficult problems and was, at last, told that THERE IS NO SUCH THING AS A LIST OF PAYER's FEDERAL ID#s FOR FOREIGN GOVERNMENTS! (Sorry for the caps. I am hoping some TT employee will take note.)
Yet here is the same problem being repeated again this year! Prior to the 2012 tax year, this problem did not exist. There was a box we could check to indicate that the payer's address was foreign, as mentioned in the Help even now:
"For Form 1099-R, if you are filing this
return electronically and the payer's address is outside the U. S., check the
"outside the U. S." box, and click here for instructions on how to enter the foreign address." What has happened to this box, Turbo Tax?
However, this box has disappeared, so far as I can tell, and I am wondering if its disappearance was somehow tied up electronically with the "pinking out" of the box for the non-existent Payer's Federal ID# that is now being required.
Unless this problem is speedily resolved by TurboTax, I will be buying my tax preparation software from some other company next year! Very, very angry because of all the time and stress this problem caused me last year. For now, I think I'll try that 99-9999999 solution that worked for someone asking a question here, but I am resigned to probably having to file by snail mail again.
I was finally able to fix the smart check errors (and efile my 2014 return). To fix the address problem and ID Number problems for foreign entities, Go to Form view. On Form 1099R, there is a combo box (below Payer’s name, address) called Payer’s Country. Select the foreign country and this gets rid of the address errors in 1099R. On Form 4852 enter the City but leave State and Zip Code blank. This gets rid of the address errors in 4582. To get rid of the ID Number error, the field (item 6) in 4852 can be blank but in 1099R cannot be. So, in 1099R enter 99-9999999. This then gets automatically written on 4852, but on a PC you right click on the field, select override, and delete the numbers. Both forms are now error free and you can efile. On Mac override is not available, but if you copy from Mac to PC, do it on PC , and copy back to Mac it will work. (1099R is “keep for your record, so the 99-9999999 there should not be a problem. I suspect you can even remove it.)
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