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Deductions & credits
To claim your tax treaty in TurboTax follow these steps:
You will report your income as usual (W-2 entry) 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 (W-2).
- 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 21 of your 1040.
This link Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b) is to Form 8833.
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‎April 10, 2023
8:12 PM