How to fill the form 8833 in Turbotax Desktop?

Social security is exempt from requiring the 8883 under treaty conditions.

 

Claiming Tax Treaty Benefits states:

 

The payee does not have to file Form 8833 for any of the following situations:

1. The payee can claim a reduced rate of withholding tax under a treaty on interest, dividends, rent, royalties, or other fixed or determinable annual or periodic income ordinarily subject to the 30% rate.
2. The payee can claim a treaty exemption that reduces or modifies the taxation of income from dependent personal services, pensions, annuities, social security and other public pensions, or income of artists, athletes, students, trainees, or teachers. This includes taxable scholarship and fellowship grants.
3. The payee can claim a reduction or modification of taxation of income under an International Social Security Agreement or a Diplomatic or Consular Agreement.
4. The payee is a partner in a partnership, or a beneficiary of an estate or trust and the partnership, estate, or trust reports the required information on its return.
5. The payments or items of income that are otherwise required to be disclosed total no more than $10,000.

You can subtract the income and claim tax treaty benefit as the reason. Follow these steps:

1. Open to federal income
2. You may need to show other income or less common income
3. Locate Miscellaneous Income, 1099-A, 1099-C, Start
4. Scroll to the bottom
5. Other reportable income, Start
6. Other taxable income?
7. Select YES
8. Description Tax Exempt Social Security from China
9. Amount, enter your negative amount -use a minus sign in front.
10. Continue

Thank you very much for your reply!

 

I do it according to your suggestion, but it's seems didn't work well, the amount I enter in the 'other income 'with minus (-), I find it appear in the Schedule 1, but not appear in the Form 1116.

 

Should I need to enter the total number include Social Security from China ( Income outside US) in the 'Less common Income/ Foreign Earned Income And Exclusion' and enter the amount of Social Security from China in 'Miscellaneous Income/Other reportable incomes' with minus(-)?

 

Regards

WWQ

When you enter the income with a negative it cancels out the income, resulting in zero taxable income.  Because it is not taxable you can not get a credit for the foreign taxes paid on that income nor can it count as foreign earned income.  So it should not appear on form 1116.

 

@Wangwq2006