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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 ?
‎June 21, 2025
9:12 AM