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Retirement tax questions
Not wanting to contradict someone with more experience than me, but I think a better way to deal with this situation is to enter the Social Security amount(s) from box 5, and then go to the Social Security Benefits Worksheet in Forms and just check the box near the top to indicate that the Taxpayer/spouse is a resident in the exempt countries. That causes the box 5 amount to be entered on line 1b of the worksheet and removes the box 5 entry from the calculations.
(Using the downloaded version of TT if that matters.)
‎June 3, 2024
4:26 AM