DaveF1006
Expert Alumni

Get your taxes done using TurboTax

For the 1099R that reports the same income as one of the NR4, ignore reporting that NR4. For the remaining ones, report them as if they are social security income as described by Carolyn B in her Turbo Tax post. In fact, you may combine the remaining NR4 into one entry for simplicity purposes.  

 

You could claim a foreign tax credit on the 1099R income where minor Canadian taxes were withheld. To claim:

 

  1. Federal>deductions and credits>deductions and credits>
  2. estimate and other taxes paid>Foreign Tax Credit>

 

 

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