Sign Up

Why sign in to the Community?

  • Submit a question
  • Check your notifications
or and start working on your taxes
cancel
Showing results for 
Search instead for 
Did you mean: 
gvanmoor
Level 2

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

 
6 Replies
LinaJ2020
Expert Alumni

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

 

 

To enter a foreign social security income or pension in TurboTax online, here are the steps:

 

  • Sign in to your TurboTax account and select Pick up where you left off
  • At the right upper corner, in the search box, type in "1099r" and Enter
  • Select Jump to 1099r
  • Follow prompts
  • On-screen, Tell Us Which 1099-R You Have, check the box you need to create a substitute 1099-R to continue.  See the image below

-As to the Federal ID, if there is no identification number provided, enter nine 9s.  If electronic errors occur due to 1099-R data entry, enter the social security income under Miscellaneous income, see instructions below.  As long as the IRS has the social security reported and included in total income, it is not problematic. 

 

 

To enter information under Miscellaneous Income, follow the steps here:

 

  • Sign in to your account, select Pick up where you left off
  • To your left, select Federal taxes 
  • From the top, select Wages & Income
  • Scroll down to Less Common Income ( very last section on the screen) 
  • Select Miscellaneous Income, 1099-A, 1099-CStart 
  • Select Miscellaneous IncomeOther income not already reported on a Form W-2 or Form 1099Start 

 

 

 

 

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
gvanmoor
Level 2

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

Thanks LinaJ2020 for your quick response.  However, it only explains how to enter foreign social security income, something I know how to do and have done in past years.  My question was how to report the *foreign tax* withheld on the foreign Social Security income.  This was not an issue in the past, since they started withholding tax in 2019.

ThomasM125
Expert Alumni

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

I don't see why you would need to report foreign tax withheld on your tax return, unless you are over the social security tax income level, or consider it foreign income taxes and want to get a credit for it. If so, you can enter it separately in the foreign tax credit area of TurboTax.

 

Go to the "Foreign taxes" section under "Estimates and Other Taxes Paid" in the "Deductions & Credits" section of TurboTax to see if you qualify for a credit for foreign taxes paid.

 

Please keep in mind that social security is not a tax, it is a contribution to your retirement account with the government.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
gvanmoor
Level 2

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

Thanks for another fast response.  Yes, I receive US Social Security as well and I am over the Social Security tax income level.  It is indeed a tax credit I am after.  Following the 'Foreign Taxes' section, I think I have found a way to report the taxes that were withheld.  Thanks so much!

Anonymous
Not applicable

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

what country because the US has tax treaties with certain countries that exempts the foreign social security from taxation in the US? 

gvanmoor
Level 2

Where do I specify foreign taxes withheld on foreign Social Security income? I don't see a way to do this on substitute form 1099-R.

The country in question is the Netherlands, and there is indeed such a tax treaty.  I am in the process of making sure this treaty applies to my particular case.  I decided not to bring this up in my original question since this is not a Turbotax specific issue.  But good point, I appreciate you bringing it up.

Dynamic AdsDynamic Ads
Privacy Settings
v