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ParkNYC
January 13, 2024
Question

Unable to E-file Federal and NY State Tax Returns Because of 1099-R Payers Federal Identification Number and Foreign Pension Exclusion Error

  • January 13, 2024
  • 1 reply
  • 0 views

Asking Intuit to add generic Payers Identification Number for all filers who receive foreign pensions or retirement so we can properly report them on 1099-R forms and State returns.

If foreign pension is reported as other income, we won't be able to receive state pension exclusions at least in New York or New Jersey.  We need an option to input a generic FIN (like xx-xxxxxxx or 99-9999999) without overriding, so foreign pensions can be properly reported on forms 1099-R and will automatically flow to state forms. Overriding the payer's FIN would prevent e-filing. Please fix this. 9 nines and 9 ones don't seem to work anymore. 

    1 reply

    February 20, 2024

    It let me submit by entering all 8's this year.  Good luck.