Enter foreign pension information

To enter foreign pension information into UltraTax CS, complete the following steps.
  1. On the
    1099R
    screen in the
    Retirement
    folder, mark the
    Foreign employer pension
    checkbox in the Pension/Annuity Information section.
  2. Enter the
    Payer's address
    ,
    ZIP Code
    ,
    foreign country
    ,
    province
    ,
    postal code
    ,
    Payee's address
    , and
    ZIP Code
    if different from the
    1040
    screen.
  3. Complete the
    Gross distribution
    and
    Taxable amount
    fields, and enter any other information in this screen.

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