pk
Level 15
Level 15

Deductions & credits

@friscoKM , while I am not familiar with the screens and abilities of the on-line version,  and based  on the Tax treaty ( & technical explanation thereof ), -->

"Paragraph l(b) provides that social security payments and other
public pensions paid to a resident of a Contracting State or a
citizen of the United States by the other Contracting state may
be taxed in that other state. This rule includes railroad
retirement benefits provided for in the Railroad Retirement Act
of 1974. Social security payments may be taxable in both
Contracting States, with the State of the recipient's residence
allowing relief from double taxation under the provisions of
Article 25 (Relief from Double Taxation) for any taxes imposed by
the contracting state in which such payments arise."

 

the only way to do this would be ---- (a) tell TubroTax that you do have foreign taxes paid ; want to take credit -- this would result in a form 1116 opening; then for category choose  " in come resourced by treaty "; for treaty article choose 25  -- "Social Security  double Taxation" as  article reasoning; enter the foreign income  equal to Social Security amount taxed in Portugal' enter the foreign tax as the  amount paid in Portugal.

That should work -- I can  confirm  this on the desktop version  but do not have access to the on-line version.

 

If you still have issues , please will you let me know and I will ask help from "champs/ experts" familiar with the on-line version to chip in.

 

Is there more I can do for you ?

 

pk