Hi Amy,
Thanks for your article it was super helpful.
As the India Employee Provident Fund (EPF) become dormant, I had to withdrew whole of amount in 2023, which exceeds $10000. As I understand (google search) that withdrawals of Employee Provident Fund are not taxable under the US/India treaty of Article 20(2). Now can you guide if I still need to file 8833, if yes, what would be the verbiage to fill that form (nothing available in google)? Also, following your step "Federal step 3 if not taxable due to treaty" I see that I need to mark the EPF funds as taxable which is not and TT says that I now owe taxes instead of refund.
Thanks in advance for your response.
