You'll need to sign in or create an account to connect with an expert.
You should complete a substitute form 1099-R entry in TurboTax to report the retirement income by using these menu tabs:
After you enter your substitute 1099-R form, use these menu tabs to exclude the income from taxation:
So, you will enter the income and then cancel it out with a negative entry.
You should complete and attach form 8833 to your return, which you must mail it, to disclose the treaty. This form is not available in TurboTax, but you can complete it online by using this link:
Form 8833 (Rev. November 2020) (irs.gov)
Still have questions?
Questions are answered within a few hours on average.
Post a Question*Must create login to post
Ask questions and learn more about your taxes and finances.
chinyoung
New Member
TMM322
Level 2
user17539892623
Returning Member
lanyah88
Level 1
in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill
timulltim
Level 1
in [Event] Ask the Experts: Tax Law Changes - One Big Beautiful Bill