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I received a pension from my late husbands UK acount for 7 months in 2017. What form do I need to fill out

Forum|Forum|7 years ago
June 3, 2019
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Best answer by PaulaM

The correct entry of a UK pension is to prepare a Substitute 1099-R form in the 1099-R/Pension section of Income and Expenses and entering either 1's or 9's for the payer ID.

However, some have electronic errors occur due to a substitute 1099-R having no federal ID number, so please enter the pension in Miscellaneous income. As long as IRS has the pension reported and included in total income, it is not problematic.

See TurboTaxToddL's answer below for reference.

https://ttlc.intuit.com/questions/4240542-how-do-i-input-income-from-the-uk-with-no-1009r-form

P

PaulaMAnswer

Employee

The correct entry of a UK pension is to prepare a Substitute 1099-R form in the 1099-R/Pension section of Income and Expenses and entering either 1's or 9's for the payer ID.

However, some have electronic errors occur due to a substitute 1099-R having no federal ID number, so please enter the pension in Miscellaneous income. As long as IRS has the pension reported and included in total income, it is not problematic.

See TurboTaxToddL's answer below for reference.

https://ttlc.intuit.com/questions/4240542-how-do-i-input-income-from-the-uk-with-no-1009r-form

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