TurboTax FAQ
TurboTax FAQ

How do I enter my Canadian Pension Plan (CPP) or Old Age Security (OAS) benefits?

Detailed Instructions:

  1. Sign into the Turbotax mobile app
  2. Tap on the orange Take me to my return button.
  3. Tap the red TurboTax checkmark on the upper left side of the screen.
  4. Under Federal Taxes, tap Wages & Income.
  5. Tap Social Security (SSA-1099, RRB-1099).
  6. Under Did you receive any Social Security benefits? Tap Yes, let's work on Social Security Benefits and swipe right.
  7. Under Tell Us About the Benefits You Received,  tap the box next to Social Security benefits(Form SSA-1099).
  8. Enter the total Canadian CPP and OAS payments you received during 2015 in Box 5.  
    • If you already have something in Box 5 from a previously-entered SSA-1099, simply add your CPP/OAS benefits to the amount already there.
    • (Uncommon) If taxes were withheld from your payments, enter the total withheld during 2016 in Box 6.
  9. Swipe right to continue and follow any additional instructions.