pk
Level 15
Level 15

Retirement tax questions

@jan100 ,  a method to "Recognize " the income and then exclude  proposed by my colleague @DaveF1006 ,  works well in this case --- enter the Social Security total as Other income -- Schedule-1  line  8 "other income", sub. line z  with comment -- Czech Social Security.  Then follow by another  entry  with a negative amount  with notation  " excluded per US-Czech Tax Treaty article 19 para 1(b).   Part of the reason for this contorted way is because  of limitations of TurboTax software.  But it works