Hi @JotikaT2, Thank you very much for your expert confirmation of my assumptions in relation with Form 1116. I really appreciate it very much.
In relation with Form 8833, it looks like that, based on the reference mentioned in your response, where it reads that one of the cases in which Form 8833 must be filed is when:
- “You claim a credit for a specific foreign tax for which foreign tax credit would not be allowed by the Internal revenue Code”,
which I believe it would be the case when claiming the foreign tax credit for "Income resourced by treaty", then it seems that Form 8833 would have to be filed, right?
Since mailing the return together with the Form 8833 from abroad is always complicated and/or costly, would the inclusion of an “Additional Information” statement in the relevant “Foreign Tax Computation Worksheet” (go to Forms, double click on the relevant Part I Taxable Income figure) instead of Form 8833 would suffice?
And one question for @Robbie V: Have you ever filed the Form 8833 when claiming foreign tax credit for “income resourced by treaty”? Do you think that it is required in our case (US Citizen, Spanish tax residency)?
Thanks!!!
