I am attaching an IRS video link to show you how to fill out Form W-9. Click here: https://www.irsvideos.gov/Business/Resources/HowToCompleteFormW-9
To enter the Germany-source tax exempt income in the program, here are the steps:
- Enter your income under "Other Income" section. This will generate a taxable event. See steps below.
- Then, on the next line, enter the treaty-exempt amount as negative amount (e.g. -5000) to offset.
- Download and fill in a Form 8833 to claim an exception. https://www.irs.gov/pub/irs-pdf/f8833.pdf
- You cannot e-file. You can still use the TurboTax program to prepare your tax forms, but you need to print them out and submit them to IRS by mail along with Form 8833.
In TurboTax online,
- Sign into your account, select Pick up where you left off
- To the right upper corner, in the search box, type in "other reportable income" and Enter
- Select Jump to other reportable income
- Next screen, Other Wages Received, select No to continue
- Next screen, scroll down all the way to the bottom, under Other reportable income, select Start
- Next screen, Any Other Taxable Income? select Yes to continue
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