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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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May 6, 2021
3:45 PM