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Retirement tax questions
Thank you!
I think I'm going with your option 1, converting to USD and adding to her SSA-1099. Turbotax says it should be treated like SSA-1099 and since she doesn't have a RRB-1099, I'm just going to add the SSA-1099 and the (converted) CCP NR4.
Good point on Lines A and F coming down to Line 1. I think not having a RRB-1099 might be more likely to raise an IRS flag, than a greater amount on Line A for her that reported on the SSA-1099. Either way I could wave the papers in front of 'em if they ask how I came up with the number.
Also, it would be good for the IRS to add a "Line H" for Canadian retirees on the Social Security Benefits Worksheet, and Turbotax add it to their program.
Robert1040 over-and-out.
‎February 7, 2023
2:07 PM
8,006 Views