Entering a large "Windfall" amount in the SSA-1099 box can cause a "limit error" in TurboTax. To avoid this and stay treaty-compliant:
- Don't combine them into one entry: Enter your U.S. SSA-1099 as its own item, which includes the lump-sum payment from the WEP.
- Add a second "Social Security" entry: In the Social Security section, click "Add another SSA-1099."
- For the Payer Name, enter "Service Canada - CPP/OAS."
- Put the total amounts from the CPP/OAS in Box 5 of this form.
If you still encounter the error, you may wish to enter the WEP lump-sum into the second SSA-1099 to see if this works. In fact, let us know if this is successful.
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