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.