@luisemalloy550 , having read through this thread and acknowledging all the replies, I would like to address one point.
If you a US person ( citizen/ GreenCard ) and have tax home abroad ( Portugal ) the pension / Social Security that you earn from US sources but also taxed in Portugal, there being a tax treaty between these two countries mitigating the effects of double taxation, you could
(a) use "Resourced by Treaty " for purposes of using form 1116 . This would / should negate / mitigate US tax bite.
OR
(b) alternatively use a similar exclusion / credit for your tax filing in Portugal .
You have work which gives you the better outcome.
Is there more I can do for you ?
