turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

How do we enter Canadian government pension receipts (CPP and OAS) following your suggested instructions from TurboTax FAQ with no Form SSA-1099???

 
3 Replies

How do we enter Canadian government pension receipts (CPP and OAS) following your suggested instructions from TurboTax FAQ with no Form SSA-1099???

Canada Pension Plan (CPP), Quebec Pension Plan (QPP), and Old Age Security (OAS) plan benefits paid to a US resident are treated as US social security benefits.  Enter the amount received in box 5 of the SSA-1099 form in TurboTax.

  • Click on Federal Taxes (Personal using Home and Business)
  • Click on Wages and Income (Personal Income using Home and Business)
  • Click on I'll choose what I work on (if shown)
  • Scroll down to Retirement Plans and Social Security
  • On Social Security (SSA-1099, RRB-1099), click the start or update button

Or enter ssa-1099 in the Search box located in the upper right of the program screen.  Click on Jump to ssa-1099

KAR7
Returning Member

How do we enter Canadian government pension receipts (CPP and OAS) following your suggested instructions from TurboTax FAQ with no Form SSA-1099???

E- file won't accept a 1099 R for Canada Pension Plan without a federal ID #. The Cdn number is not recognized. What did I miss?

AmyC
Employee Tax Expert

How do we enter Canadian government pension receipts (CPP and OAS) following your suggested instructions from TurboTax FAQ with no Form SSA-1099???

@KAR7  Enter nine 9s for the ID.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
Use your Intuit Account to sign in to TurboTax.
By selecting Sign in, you agree to our Terms and acknowledge our Privacy Statement.
message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
message box icon

Ready to start your taxes?

Hand off your taxes, get expert help, or do it yourself.

See Pricing

Related Content

Manage cookies