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Tax Reporting for Foreign Pension Income

Tax2022
Level 1

I received pension income from the UK in 2021. How should this be reported on my tax return. Should I use form 1099-R in ProSeries or is there some other method for reporting this type of income?

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5 Comments 5
jeffmcpa2010
Level 11

I have used the Other Income Statement with an entry on line 24

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dascpa
Level 11

I agree.  With the exception ProSeries has a "Certain Canadian Registered Retirement Plans" Worksheet.  Never used it though.

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qbteachmt
Level 15

There is no 1099-R.

I googled:

reporting uk pension on us tax return

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abctax55
Level 15

You received?  Or a client received?

HumanKind... Be Both
sjrcpa
Level 15

I report as pension income, but in Lacerte you can indicate foreign pension and not get 1099-R errors.

The more I know, the more I don't know.
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