Learner1
Level 3

This is a mechanical question rather than a tax issue question.

The taxpayer received French social security benefits, and France and the United States have a totalization agreement which says that French social security benefits are exempt from United States income tax (edit: I think it's actually the USA-France income tax treaty and not the totalization agreement that does this, if anyone cares to split hairs). 

Furthermore, the savings clause of the USA-France tax treaty specifically exempts social security pensions.

This is also not required to be disclosed via form 8833 as a treaty-based return situation.

My intent therefore is to report the French social security benefits on 6a, but I also need to exempt the French social security benefits from being taxed. How do I do so in ProSeries and via which IRS forms?

Thank you.

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