UK Pension tax help needed
#1
UK Pension tax help needed
Hi folks .. I'm the USC and my husband is UKC with green card. This will our first US tax filing year with his getting his UK State Pension. We used TurboTax Deluxe to do our taxes and can figure out how to get his pension income in using a substitute 1099r (form 4852) but it insists on a Federal ID number for the source. Is this a TurboTax issue or is there something I am missing. When I look at the Form 4852 it has a block for it but says "if known"
how does everyone else do this? Help please!
how does everyone else do this? Help please!
Last edited by Katyonice; Apr 8th 2019 at 10:11 pm. Reason: Clarify which country taxes we are doing
#2
Re: UK Pension tax help needed
Hi folks .. I'm the USC and my husband is UKC with green card. This will our first US tax filing year with his getting his UK State Pension. We used TurboTax Deluxe to do our taxes and can figure out how to get his pension income in using a substitute 1099r (form 4852) but it insists on a Federal ID number for the source. Is this a TurboTax issue or is there something I am missing. When I look at the Form 4852 it has a block for it but says "if known"
how does everyone else do this? Help please!
how does everyone else do this? Help please!
Katy..you seem to have the right approach and/or make sure that line 16 on the 1040 gets populated. But you're saying that T.T. won't let you move on without the ID number? It's possible you can override that in Forms Mode.
As long as it gets reported somewhere as income I'm sure it's ok. I've put things in the wrong places tons of times.
Last edited by Hotscot; Apr 8th 2019 at 10:26 pm.
#3
Re: UK Pension tax help needed
Hi folks .. I'm the USC and my husband is UKC with green card. This will our first US tax filing year with his getting his UK State Pension. We used TurboTax Deluxe to do our taxes and can figure out how to get his pension income in using a substitute 1099r (form 4852) but it insists on a Federal ID number for the source. Is this a TurboTax issue or is there something I am missing. When I look at the Form 4852 it has a block for it but says "if known"
how does everyone else do this? Help please!
how does everyone else do this? Help please!
#5
Re: UK Pension tax help needed
I same across this. If you use the Turbotax help search....I think you can just put a string of 1s in for the reference.
Or 9s.
Or one of those pesky digits.
Use the Turbotax help. Lots of people asking the same question.
I did it that way. Return happily accepted by the powers-that-be!
Or 9s.
Or one of those pesky digits.
Use the Turbotax help. Lots of people asking the same question.
I did it that way. Return happily accepted by the powers-that-be!
#6
Re: UK Pension tax help needed
Tried the 9s, the 1s, and 0s, couldn't get it to work with any of them.
#7
Re: UK Pension tax help needed
Just checked on the copy I keep in my records...that was it. Field 6 on 4852.
Definitely.
#9
Re: UK Pension tax help needed
Here you go...
https://ttlc.intuit.com/questions/42...stitute-1099-r
Explains about the 11-1111111 but also explains you can just do line 21 and tells you how to do it in TT.
https://ttlc.intuit.com/questions/42...stitute-1099-r
Explains about the 11-1111111 but also explains you can just do line 21 and tells you how to do it in TT.
#12
Re: UK Pension tax help needed
Here you go...
https://ttlc.intuit.com/questions/42...stitute-1099-r
Explains about the 11-1111111 but also explains you can just do line 21 and tells you how to do it in TT.
https://ttlc.intuit.com/questions/42...stitute-1099-r
Explains about the 11-1111111 but also explains you can just do line 21 and tells you how to do it in TT.
I'm getting a stress headache and I HATE TAXES!😖
#14
Re: UK Pension tax help needed
I use the method in post #3, seems my return has been accepted OK.