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June 4, 2019
Question

How do we enter Canadian government pension receipts (CPP and OAS) following your suggested instructions from TurboTax FAQ with no Form SSA-1099???

  • June 4, 2019
  • 1 reply
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    1 reply

    DoninGA
    Employee
    June 4, 2019

    Canada Pension Plan (CPP), Quebec Pension Plan (QPP), and Old Age Security (OAS) plan benefits paid to a US resident are treated as US social security benefits.  Enter the amount received in box 5 of the SSA-1099 form in TurboTax.

    • Click on Federal Taxes (Personal using Home and Business)
    • Click on Wages and Income (Personal Income using Home and Business)
    • Click on I'll choose what I work on (if shown)
    • Scroll down to Retirement Plans and Social Security
    • On Social Security (SSA-1099, RRB-1099), click the start or update button

    Or enter ssa-1099 in the Search box located in the upper right of the program screen.  Click on Jump to ssa-1099

    April 13, 2021

    E- file won't accept a 1099 R for Canada Pension Plan without a federal ID #. The Cdn number is not recognized. What did I miss?

    AmyC
    Employee
    April 14, 2021

    @KAR7  Enter nine 9s for the ID.

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