Retirement tax questions

Per IRS Publication 915:

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.

In other words, 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.

Enter it as follows:

For the Download/CD version of TurboTax:

1. In TurboTax, open your return and search for SSA-1099, then select Jump to in the search results
2. On the Did you receive Social Security or Railroad Retirement benefits? screen, select Yes
3. On the Tell us about the benefits you received screen, check the first box for Social Security benefits (Form SSA-1099)
4. Enter the total Canadian CPP and OAS payments you received during 2022 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 2022 in Box 6
5. Select Continue and follow any additional instructions

In TurboTax online,

1.  After sign in, select Pick up where you left off

2.  In the Search box, at the right upper corner, type in SSA-1099, then Enter 

3.  Select the 1st choice on the list - Jump to SSA-1099 /

4.  The program will take you directly to screen, Social Security Benefit-Did you receive any Social Security benefits?  select Yes to continue