Search found 3 matches

by BillM
Fri May 29, 2015 11:44 am
Forum: Canada / United States Tax & Accounting
Topic: Report RRIF income in TaxAct
Replies: 4
Views: 3403

That's it! Thanks for the reference, K104XYZ. I had considered this form, and then decided that it applied to "Foreign _Employer_ Compensation and (_Employer_) Pensions". An RRIF is clearly not an Employer Pension. However, if interpreted as "Foreign Employer Compensation and (Foreign...
by BillM
Fri May 29, 2015 9:35 am
Forum: Canada / United States Tax & Accounting
Topic: Report RRIF income in TaxAct
Replies: 4
Views: 3403

But I can't find a foreign income input form of this type. Can anyone help?
by BillM
Thu May 28, 2015 4:57 pm
Forum: Canada / United States Tax & Accounting
Topic: Report RRIF income in TaxAct
Replies: 4
Views: 3403

Report RRIF income in TaxAct

For my 2013 return, RRIF distributions were reported in Form 8891, and automatically transferred to line 16b of the 1040. However, this year the 8891 is not used; to enter foreign retirement plan income, TaxAct presents a 1099-R form to be filled in. The entered return passes the Alerts phase of the...