LinaJ2020
Expert Alumni

Get your taxes done using TurboTax

International tax treaty-related questions is out of our scope for advice, unfortunately.  You would need to seek a professional who is specialized in this matter for verification. If your Swiss pension is exempt from the US tax, you would enter the amount as follows:

 

In TurboTax online,

  • Report your full income under the appropriate section. Then enter the treaty exempt amount as negative amount (e.g. -5000) under Federal Taxes / Less Common Income / Miscellaneous Income 1099A, 1099C / Other Reportable Income
  • Download and fill in a Form 8833 from IRS 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 by mail along with the form 8833. 

@JackK1

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