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Nexus1
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

 
10 Replies
Cindy0H
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

Are you filing a US or Canadian return?
Nexus1
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

I am filing both.  Your response refers to a US resident.  I am a Canadian resident and a US citizen.  Thank you for your response.
Nexus1
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

This question is for the US return.  Thanks.
Cindy0H
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

You are welcome!
Cindy0H
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

If you are filing a US return, here's how:

https://ttlc.intuit.com/replies/5581054

If you are not filing a US return, let me know and I will give other instructions.

Cindy0H
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

Did this work?
Nexus1
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

No, as I said I am a Canadian resident, US citizen.  I talked with IRS on this & they said to enter total of SS & T4A OAS on line 5A on 1040 and 0 on line 5B (taxable amt.) & ref. Canadian Treaty  but now I don't how to do that in TurboTax.  Can you help with this?
Cindy0H
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

If you enter it on that line, it will be taxed as our Social Security is. You could enter it as Canadian Retirement and enter zero as taxable distribution. It will go on lines 4 a and b but should have the same result.
Nexus1
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

I found out how to do it!  List the SSA1099's & OAS's together in TT then go and change the 1040, 1040 wk. sheet, & SS wk. sheets manually and change the taxable amt. to 0 & everything works out OK.  Yea!  Thank you for all your effort to help figure this out.  
Cindy0H
New Member

I am a US citizen living in Canada. Do I report income from a T4A from OAS in TurboTax?

I am glad it worked out for you!
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