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WHERE TO SHOW CANADIAN OLD AGE PENSION AND CPP AND RRIF INCOME IN US TAX FORMS AND CALIFORNIA RETURNS?

Asked by: livingeditor 3740 views YA Discussion

Please help regarding filling Ta x Forms where to show CanaDian Old Age Pension and Canada Pension Plan and Registered Retirement Income Fund income in the IRS USA forms and Clifornia Tax Returns ?

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  • canadian pension plan received by us resident
  • where to show canadian old age pension and cpp and rrif income in us tax forms and california returns
  • reporting canadian pension on 1040

3 Answers



  1. Bash Limpbutt's Oozing Cyst© on Mar 23, 2012 Reply

    Pensions and annuities, Form 1040, lines 16a and 16b. Don’t know the line on the CA return, but it would be the same concept.

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  2. tro on Mar 23, 2012 Reply

    you enter pensions on that line of the 1040, and the total AGI is translated to the 540, especially if you are using a tax program, it automatically enters the AGI on the 540

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  3. Lynne on Mar 23, 2012 Reply

    Some of these benefits are not treated as pensions. They are subject to special rules based on tax treaties between the US and Canada:

    See below from IRS website:

    Question: Are the Canada Pension Plan and Canadian Old Age Security Benefits taxable? If they are, please tell me where they should be entered on Form 1040.

    Answer: Benefits paid under the Canada Pension Plan (CPP), Quebec Pension Plan (QPP), and Old Age Security (OAS) program:

    If the recipient is a resident of the United States—
    are taxable only in the United States if the recipient is a resident of the United States,
    are treated as U.S. social security benefits for U.S. tax purposes, and
    are reported on Form 1040 (PDF), U.S. Individual Income Tax Return or Form 1040A (PDF) on the line on which U.S. social security benefits would be reported.

    If the recipient is a U.S. citizen or green card holder who is a resident of Canada are taxable only in Canada

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