About DaveF1006

Employee Tax Expert

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I have been a tax preparer since 2009 and an Enrolled Agent since 2014. This is a second career for me and i love every minute of it. I would not trade this experience for any other experience in the world.

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Re: Ssa windfall ssa benefit answer

Entering a large "Windfall" amount in the SSA-1099 box can cause a "limit error" in TurboTax. To avoid this and stay treaty-compliant: Don't combine them int...

DaveF1006

Updated Mar 02, 2026
Re: I sold stock in Canada that were held in Canada. I did not recei...

Yes, you are correct. Here is the flow to be used in recording information from a T5008. Start the Sale: Go to Wages & Income -> Investments and Savings -> ...

DaveF1006

Updated Mar 02, 2026
Re: Wrong Canadian Pension Income

Reply back and post the token number directly in this thread rather then sending the screenshot.

DaveF1006

1

Updated Mar 03, 2026
Re: Foreign interest income with no FEIN

Here is the correct method to report this when the FEIN issue becomes an issue.Delete the 1099-INT entry entirely using the "trash can" icon or go to your forms...

DaveF1006

Updated Mar 02, 2026
Re: Foreign Taxes Paid Errors in TT for Mac

To clarify, did you performs the steps offered by @AmyC in her above post? As you enter your 1099 DIV and entered a foreign tax in Box 7, there are followup que...

DaveF1006

Updated Mar 02, 2026

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Date Registered	‎January 14, 2020 9:01 AM
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Re: Ssa windfall ssa benefit answer

Re: I sold stock in Canada that were held in Canada. I did not recei...

Re: Wrong Canadian Pension Income

Re: Foreign interest income with no FEIN

Re: Foreign Taxes Paid Errors in TT for Mac

Do you have a TurboTax Online account?

Re: Ssa windfall ssa benefit answer

Re: I sold stock in Canada that were held in Canada. I did not recei...

Re: Wrong Canadian Pension Income

Re: Foreign interest income with no FEIN

Re: Foreign Taxes Paid Errors in TT for Mac