Skip to main content
March 31, 2021
Solved

cannot efile federal return

  • March 31, 2021
  • 1 reply
  • 0 views

I receive pension income from the UK. I enter this on form 4852. Question 6 asks for employer's TIN. But this does not exist in the UK so I enter nine 9's. This is ok if filing by mail but Turbotax won't allow me to efile because TIN is invalid. Does anyone know of a work-around?

    Best answer by linaj20201

    Please enter under Other Income.  Here are the steps:

     

    In TurboTax online,

    • Sign into your account, select Pick up where you left off
    • To the right upper corner, in the search box, type in "other reportable income" and Enter
    • Select Jump to other reportable income
    • Next screen, Other Wages Received, select No to continue
    • Next screen, scroll down all the way to the bottom, under Other reportable income, select Start
    • Next screen, Any Other Taxable Income? select Yes to continue

     

    Tax treaty-related matters are out of scope for our advice.  Generally, the UK pension is taxable to the US. You would not need to file the Form 8833 Treaty-Based Return Position Disclosure.  However, you would need to consult another professional who is specialized in it for verification.  Some other foreign pension might not be taxable if it is covered under any tax treaties between the foreign country and the United States.  For more information, see http://www.irs.gov/Businesses/The-Taxation-of-Foreign-Pension-and-Annuity-Distributions

     

    1 reply

    April 2, 2021

    Please enter under Other Income.  Here are the steps:

     

    In TurboTax online,

    • Sign into your account, select Pick up where you left off
    • To the right upper corner, in the search box, type in "other reportable income" and Enter
    • Select Jump to other reportable income
    • Next screen, Other Wages Received, select No to continue
    • Next screen, scroll down all the way to the bottom, under Other reportable income, select Start
    • Next screen, Any Other Taxable Income? select Yes to continue

     

    Tax treaty-related matters are out of scope for our advice.  Generally, the UK pension is taxable to the US. You would not need to file the Form 8833 Treaty-Based Return Position Disclosure.  However, you would need to consult another professional who is specialized in it for verification.  Some other foreign pension might not be taxable if it is covered under any tax treaties between the foreign country and the United States.  For more information, see http://www.irs.gov/Businesses/The-Taxation-of-Foreign-Pension-and-Annuity-Distributions

     

    caj1Author
    April 3, 2021

    This is much, much simpler than filling out forms 4852, which have to be done from scratch each year. I assume IRS will accept this. Thank you.