turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
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.

j05ip
New Member

How do you adjust taxable amount of soc sec benefits? According to IRS pub 915, U.S. citizens residing abroad benefits are exempt from U.S. tax tax on their benefits.

Pub 915 extract: U.S. citizens residing abroad. U.S. citizens who are
residents of the following countries are exempt from U.S.
tax on their benefits.
Connect with an expert
x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

1 Reply
rjs
Level 15
Level 15

How do you adjust taxable amount of soc sec benefits? According to IRS pub 915, U.S. citizens residing abroad benefits are exempt from U.S. tax tax on their benefits.

You don't enter the Social Security benefits and then adjust the amount. If you are a resident of one of the countries where your Social Security benefits are exempt from U.S. tax, do not enter the amount from box 5 of your SSA-1099 in TurboTax.


The countries where this applies are Canada, Egypt, Germany, Ireland, Israel, Romania, United Kingdom, and Italy (only if your are also a citizen of Italy).

 

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question
Manage cookies