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I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?
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June 3, 2019
10:15 AM
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Deductions & credits
I am filing both. Your response refers to a US resident. I am a Canadian resident and a US citizen. Thank you for your response.
June 3, 2019
10:15 AM
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If you are filing a US return, here's how:
https://ttlc.intuit.com/replies/5581054
If you are not filing a US return, let me know and I will give other instructions.
June 3, 2019
10:15 AM
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No, as I said I am a Canadian resident, US citizen. I talked with IRS on this & they said to enter total of SS & T4A OAS on line 5A on 1040 and 0 on line 5B (taxable amt.) & ref. Canadian Treaty but now I don't how to do that in TurboTax. Can you help with this?
June 3, 2019
10:15 AM
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If you enter it on that line, it will be taxed as our Social Security is. You could enter it as Canadian Retirement and enter zero as taxable distribution. It will go on lines 4 a and b but should have the same result.
June 3, 2019
10:15 AM
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I found out how to do it! List the SSA1099's & OAS's together in TT then go and change the 1040, 1040 wk. sheet, & SS wk. sheets manually and change the taxable amt. to 0 & everything works out OK. Yea! Thank you for all your effort to help figure this out.
June 3, 2019
10:15 AM