Significant Decrease in Social Security Income Taxable Amount

[Lars6]

The token is: 1289151

[KeshaH]

Thank you for sending over your token!

Some of the Social Security benefits were listed as excludable on the Social Security worksheet because of treaty benefits. There's a question asking if you or your spouse lived in Canada, Egypt, Germany, Ireland, Israel, Italy, Romania, or the UK. It's answered yes for the secondary taxpayer in the program (see screenshot). The US doesn't tax SS benefits for citizens living in these countries, in an attempt to eliminate double taxation.

Were you or your spouse living in one of these countries in 2024? Do you remember seeing this question when preparing the return?

@Lars6 

[Lars6]

No, I don’t recall that question at all. My wife lived in Israel 40 years ago. 

[Lars6]

No I do not recall that at all. My wife lived in Israel 40 years ago.