1044216
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 live in the Uk and my social security should be tax US exempt due to article 17(3) - how do I make Turbotax reflect this ?

 
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
AmyC
Expert Alumni

I live in the Uk and my social security should be tax US exempt due to article 17(3) - how do I make Turbotax reflect this ?

Report the income in the social security section of your tax return (to satisfy the IRS), then make an adjustment on the line 21 of the 1040.

 

Follow these steps:

  1. Select Federal
  2. Select Income & Expenses
  3. Click to Show All
  4. Scroll down to the last one Less Common Income
  5. Miscellaneous Income, 1099-A, 1099-C
  6. select START
  7. scroll to the bottom to Other Reportable Income.
  8. click START
  9. select YES
  10. Enter description, US exempt due to Article 17(3)
  11. then a negative number. 
  12. click Continue
  13. click Done

Turbo Tax does not directly support a treaty based position. You can do this by filing Form 8833- Treaty Based Return Position Disclosure.  You can use TurboTax to prepare your tax return to print and mail with Form 8833 attached.  You can access the  Form 8833 HERE.

 

**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