Skip to main content
Level 3
September 10, 2023
Solved

Where do I enter Canadian Pension income for a Dual Citizen? Is a Treaty based position required?

  • September 10, 2023
  • 1 reply
  • 10 views
No 1099R is available, do I post as Other Income not subject to SE?
This topic has been closed for replies.
Best answer by sjrcpa

In the Pension input is there an option to indicate it is a foreign payer/pension?

"No 1099R is available"  because a foreign payer is not subject to US reporting rules.

1 reply

sjrcpa
sjrcpaAnswer
Level 15
September 10, 2023

In the Pension input is there an option to indicate it is a foreign payer/pension?

"No 1099R is available"  because a foreign payer is not subject to US reporting rules.

The more I know the more I don’t know.
Level 3
September 10, 2023

Thank you! Yes that works. I had not used that option before.

Appreciate your explanation.

sjrcpa
Level 15
September 11, 2023

You're welcome.

The more I know the more I don’t know.