Deductions & credits

To claim your tax treaty in Turbotax follow these steps

You will report your income as usual then you will enter the treaty-exempt amount as negative income under "Less common income"

You will have to file a Form 8833 to claim the exception however TurboTax does not support Form 8833, so you cannot e-file.  You may use the program to prepare your return, but you will need to print out your tax forms and mail the returns along with the form 8833 and a copy of your tax documents ( for example, W-2 /Form 1099s).

  • With TurboTax open select  Wages & Income.
  • Scroll down to Less Common Income and select Miscellaneous Income, 1099-A, 1099-C.
  • On the next page select Other reportable income.
  • On the page Other Taxable Income enter Tax Treaty Exclusion in the description and enter  your exclusion as a negative amount
  •  This will put your Tax Treaty Exclusion on Schedule 1 Line 8. 

This link Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)  is to Form 8833.