AmyC
Employee Tax Expert

Get your taxes done using TurboTax

Form 8833 is not required for exemptions on Social Security benefits but without the form explaining, it does look taxable. You should fill in the 8833, include your proof of foreign residency to counter the US address. Reference your specific treaty and article in your simple, easy to read letter replying to the IRS.

 

In the future, you could either: 

  • mail your return with the 8833 attached or
  • use professional software

Perhaps TurboTax will incorporate it if they understand the need. You can file an accuracy claim. How do I submit a claim under the TurboTax 100% Accurate Calculation Guarantee or 100% Accurate, Exp...

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