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Retirement tax questions

Yes, enter Canadian Form NR4, code 39 as 1099-R pension benefits.

 The IRS publication 597 you referenced on page 3, column 1, that: "Pensions do not include social security benefits." 

To add Canadian Form NR4, code 39 as if it were Form 1099R (retirement income):

1. Sign In to TurboTax Online.

2. Select "Take me to my return"

3. Select the "Search" or "Help" icon.

4. Type "1099-R" and select "Jump to 1099-R" 

5. Select "Add a 1099-R" and continue through the interview questions.


To add the foreign taxes paid :

  1.  Click “Federal Taxes” tab 
  2.  Select "Deductions and Credits" 
  3. Scroll down to "Estimates and Other Taxes Paid" 
  4. Press "Start" or "Revisit" next to "Foreign Taxes" to begin the interview.
  1.  enter the foreign taxes paid to Canada on your NR4.

Remember to convert the Canadian funds to US $ before entering into TurboTax.

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