MarilynG1
Expert Alumni

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.

 

@sumonbis 

 

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