Where to enter foreign social security benefits on the US tax return

Forum|Forum|1 year ago
March 21, 2025
1 reply
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The taxpayer receives foreign retirement benefits equivalent to US Social Security benefits. Since it is equivalent to US Social Security benefits does it have the same preferential treatment as US Social Security and is it entered on line 6a? Or is is it treated as US pension and it is entered on line 5a.

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BobKamman

Level 15

Depends on which country.

C

Chris_4325Author

Level 3

In this case it is Poland.

BobKamman

Level 15

I haven't seen anything about Polish Social Security. The tax treaty says,

3. Notwithstanding the provisions of paragraph 1, payments made by a Contracting State
under the provisions of the social security or similar legislation of that State to a resident of
the other Contracting State or to a citizen of the United States may be taxable only in the first·
mentioned State.

And I'm not sure that's the most current version.

https://www.congress.gov/113/cdoc/tdoc5/CDOC-113tdoc5.pdf

You might put Poland in the subject line of another question. We used to be able to change the subject line, but that was then and this is now.

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