Form SSA-1099 is the appropriate action. If you're a U.S. 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.
- In TurboTax Online or CD/Download, open your return and search (upper right) for SSA-1099, then select Jump to in the search results
- On the Did you receive Social Security or Railroad Retirement benefits? screen, select Yes
- Check the first box for Social Security benefits (Form SSA-1099)
- Enter the total Canadian CPP and OAS payments you received during 2021 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 2021 in Box 6
- Select Continue and follow any additional instructions
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