RalphH1
Expert Alumni

Deductions & credits

Then it appears you have no other circumstances that could create an 8833 filing requirement, and should be fine e-filing without it (the 1099-INT income wouldn’t be relevant for this purpose). But since you are excluding the $8,000 based on the treaty, I would definitely include that double-reporting (as described above).

 

Since it’s the IRS specifically telling us about the exceptions to filing the 8833, their system shouldn’t flag your return for reporting treaty-related income without the form. And even if they contacted you, the worst-case scenario would be you having to clarify the treaty-based position (which shouldn’t be a big deal as long as it’s correct, which we haven’t discussed here).

 

But if you’re concerned about this, @sumonbix, you may prefer to just mail the return in with the 8833 (as one of the most important things in taxes is being able to sleep at night!).

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"