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

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

I am a retired US citizen residing in Germany. By Tax Treaty, my US Social Security benefits are not taxable in the US. How should I enter my SS payments into TurboTax?

According to the US - German Totalization Agreement, Social Security benefit payments are taxable in the country in which you reside. I am a retired US citizen who is residing in Germany. Therefore, my US Social Security benefits are taxable in Germany, They are not taxable in the USA. Should I enter the SSA-1099 info I received into TurboTax? If so, should I enter the "Social security benefits" number in the Form 1040, line 6a field and override the "Taxable amount" number to be "0" the Form 1040, line 6b field? Shouldn't TurboTax automatically enter the  Form 1040, 6b "Taxable amount" number as "0" for German residents who are not subject to US taxation?
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 Best answer

Accepted Solutions
DMarkM1
Expert Alumni

I am a retired US citizen residing in Germany. By Tax Treaty, my US Social Security benefits are not taxable in the US. How should I enter my SS payments into TurboTax?

Your SSA benefits are exempt under US treaty.  Do not report the benefits on your tax return.  Do not enter your 1099-SSA information in TurboTax.  Exempt is different from a non-taxable/taxable determination.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

View solution in original post

1 Reply
DMarkM1
Expert Alumni

I am a retired US citizen residing in Germany. By Tax Treaty, my US Social Security benefits are not taxable in the US. How should I enter my SS payments into TurboTax?

Your SSA benefits are exempt under US treaty.  Do not report the benefits on your tax return.  Do not enter your 1099-SSA information in TurboTax.  Exempt is different from a non-taxable/taxable determination.  

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question