I started receiving a small pension income from an account I had in the UK. They do not provide a 1099R.
Where do I enter Foreign Pension Income in TurboTax?
Their instructions say to report Foreign Pensions on 1040 lines 5a and 5b.
I do not see a Form 1040 in TurboTax.
If I were to report this in 1099R what do I enter for the EIN?
Do I enter the amount in 1 (Gross Distribution) or 2a (Taxable amount)?
What do I select in BOX 7?
You are going to tell the system that you are preparing a substitute 1099-R. In box 1 you would enter the total amount that you received. In box 2a you will enter the total amount minus any direct contributions that you made (for a pension box 2a and box 1 are usually the same).
Then in box 7 you will enter code 7 for a normal distribution.
If you paid any taxes in the UK on this amount then you'll enter that as a foreign tax credit in the deductions and credits section. If not then all you need is that substitute 1099-R.
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