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October 13, 2023
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Foreign pension payment - no Payer TIN

  • October 13, 2023
  • 2 replies
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This is blocking me from e-filing

Last year 11-1111111 worked

 

    Best answer by leeberman17

    More information 

    Entered as 1099-R Substitute - Form 4852

     

    Last year this same entry was accepted with a dummy TIN of 11-1111111

     

     

    2 replies

    leeberman17AuthorAnswer
    October 13, 2023

    More information 

    Entered as 1099-R Substitute - Form 4852

     

    Last year this same entry was accepted with a dummy TIN of 11-1111111

     

     

    October 13, 2023

    Found article from 2019 by Expert Alumni PaulaM suggesting this can be entered as Misc Income (under Less Common Income)

     

    That worked!

     

    October 13, 2023

    You can enter the foreign pension income on Form 1040, schedule 1 line 8z "foreign pension". the IRS has nothing to match it to like it does for US pensions for which you get a 1099-R. unless the pension receives special tax treatment, it is perfectly OK to report it as Miscellaneous Income.

     

    October 13, 2023

    Thanks @Mike11_2 9241

    I have made a note for next year. 

    The amount is so small that it does not impact tax due anyway