pk
Level 15
Level 15

Deductions & credits

@JP1121 , let me back up 

 

Let me try an example:

Say your total Social Security payment shown on SSA-1099 is  US$20,000.

You enter this amount into TurboTax  under Social Security income.

Turbo computes your taxable portion of this income is say  US$ 15,000.  This amount is included in your AGI.

Now when you need to exclude this taxable income  ( because this can only be taxed by your tax-home country, Japan ), you enter  under other income  ( I think it is line 8 z  of Schedule-1  ) as the portion of SSA income  that is taxable i.e. US$15,000.  This will result in US not taxing your Social Security Income.

What you are achieving here is to exclude the taxable portion of the SSA income

 

Does this make sense ?

Is there more I can do for you ?