If you're a US resident, you'd enter your Canadian CPP and OAS benefits as though you'd received a Form SSA-1099 from the Social Security Administration.
The U.S.-Canada tax treaty also applies to the Québec Pension Plan (RRQ). Note that the agreement only addresses government-issued Social Security benefits, not money received from private Canadian pensions.
Here are the steps in TurboTax:
TurboTax Online and TurboTax Desktop
- Open or continue your return. Be sure you are signed in to TurboTax for link in step 2 to work.
- Navigate to the SSA-1099 section:
- TurboTax Online/Mobile: Go to SSA-1099.
- TurboTax Desktop: Search for SSA-1099, then select the Jump to link.
- On the Did you receive Social Security or Railroad Retirement benefits? screen, select Yes.
- On the Tell us about the benefits you received screen, check the first box for Social Security benefits (Form SSA-1099).
- Enter the total Canadian CPP and OAS payments you received during 2024 in Box 5.
- If you already have something in Box 5 from a previously entered SSA-1099, add your CPP/OAS benefits to the amount already there.
- In the uncommon situation where taxes were withheld from your payments, enter the total withheld during 2024 in Box 6.
- Select Continue and follow any additional instructions.
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