Get your taxes done using TurboTax

Form 8833 is not supported by Turbo Tax. You will need to manually download this form from the IRS website (See the link below) ) and mail it in with your tax return. The mailing addresses for your federal and state returns will be printed out on the cover sheet when you print your return after indicating that you mail in your returns in the Turbo Tax program.

Form 8833

Your UK pension is subject to tax in the UK and not the US.  This applies even though it may not be actually taxed in the UK because of any pensions exclusions there.

Article 18 of the UNITED STATES-UNITED KINGDOM INCOME TAX CONVENTION states:  "...any pension in consideration of past employment and an annuity paid to an individual who is resident of a Contracting State shall be taxed only in that State [the UK].."

To report the pension in TurboTax, report the full amount of the pension under the Social Security income section and then report the same amount (as a negative amount) as other income on line 8, Schedule 1 of your 1040. The negative number will appear on line 8 of Schedule 1 of your return and negate your UK pension entry.

Please follow these steps:

1. On the Wages & Income screen, scroll down to Retirement Plans and Social Security.
2. Click the Start/Revisit box next to Social Security (SSA-1099, RRB-1099)
3. Click the Yes box on the screen, Did you receive Social Security or Railroad Retirement benefits in 2022?
4. On the Tell us about the benefits you received screen, enter the amount of your foreign pension in Box 5.
5. Back on the Wages & Income screen, scroll to Less Common Income.
6. Click the Start/Revisit box next to Miscellaneous Income, 1099-A, 1099-C
7. On the next screen, click the Start/Revisit box next to Other reportable income.
8. Click the Yes box on the Any Other Taxable Income screen.
9. On the next screen, enter the amount of your pension as a negative number.  For Description enter “UK pension offset” (or something similar).

@Mkhawhawaja