Retirement tax questions

IRS Publication 915 Social Security and Equivalent Railroad Retirement Benefits page 6 - https://www.irs.gov/pub/irs-pdf/p915.pdf#page=6

 

Canadian or German social security benefits paid to U.S. residents.

Under income tax treaties with Canada and Germany, social security benefits paid by those countries to U.S. residents are treated for U.S. income tax purposes as if they were paid under the social security legislation of the United States.

 

If you are a US resident then you enter the German Social Security Benefits on a US Form 1040 Line 6a.

The benefits received are entered in TurboTax using the Form SSA-1099 in box 5

 

To enter Social Security benefits reported on form SSA-1099

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen. Click on Jump to ssa-1099