Foreign pension

Form SSA-1099 is the appropriate action. 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.

The U.S.-Canada tax treaty also applies to the Québec Pension Plan (RRQ). Note that the agreement only addresses government-issued Social Security benefits, not money received from private Canadian pensions.

1. In TurboTax Online or CD/Download, open your return and search (upper right) 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. Check the first box for Social Security benefits (Form SSA-1099)
4. Enter the total Canadian CPP and OAS payments you received during 2021 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 2021 in Box 6
5. Select Continue and follow any additional instructions