The current recommendation is to enter my NR4 (income code 39) as SSA-1099 but 10 years ago Turbo Tax Pro advised to use 1099-R. Can you confirm which should be used since I don't think that the tax treatment has changed.
Current recommendation https://ttlc.intuit.com/questions/3756968
Yes, enter Canadian Form NR4, code 39 as 1099-R pension benefits.
The IRS publication 597 you referenced on page 3, column 1, that: "Pensions do not include social security benefits."
To add Canadian Form NR4, code 39 as if it were Form 1099R (retirement income):
1. Sign In to TurboTax Online.
2. Select "Take me to my return"
3. Select the "Search" or "Help" icon.
4. Type "1099-R" and select "Jump to 1099-R"
5. Select "Add a 1099-R" and continue through the interview questions.
To add the foreign taxes paid :
Remember to convert the Canadian funds to US $ before entering into TurboTax.
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