You don't need to create a substitute 1099-R for your foreign
pension. Delete the substitute 1099-R you have created and enter it as
"Other Income." (Instructions are below.) The end tax
result (in terms of United States tax rate and amount assessed) will be
identical to the results you achieved with the substitute 1099-R.
To enter your foreign pension on your return, follow the
instructions below:
- Choose the Federal return and the Wages &
Income tab.
- Scroll down to Less
Common Income and Show more.
- Choose Miscellaneous
Income, 1099-A, 1099-C.
- Choose Other
Reportable Income and
say Yes.
- Even though the screen says
"Do not enter income reported on Form 1099-MISC", this is where
you will enter the description "Foreign Pension" the amount you
received, and who received it, if necessary.