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February 2, 2025
Question

how do you enter uk pension income

  • February 2, 2025
  • 1 reply
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    1 reply

    Employee
    February 2, 2025

    @mackiestuart 

    As a US person ( citizen/GreenCard/ Resident for Tax purposes ) and  for private pension/annuity only you would  pretend as if you had a 1009-R .    That should work.  You probably have to use  Box 1 and Box 2  as same  -- all your distribution is taxable,  Box 7 code  is 7 --" normal distribution".  These  artifacts are just to keep  TurboTax happy and meet the IRS requirement that pension/annuity distribution show up in the correct line on form 1040.

     

    Is there more I can do for you ?