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Retirement tax questions
IRS webpage about claiming tax treaty benefits
Of importance is #2 in the below quote from the above website. Of importance, no forms are required to claim the tax treaty exemption on pension payments.
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Exceptions
You do not have to file Form 8833 for any of the following situations:
- You claim a reduced rate of withholding tax under a treaty on interest, dividends, rent, royalties, or other fixed or determinable annual or periodic income ordinarily subject to the 30% rate.
- You claim a treaty exemption that reduces or modifies the taxation of income from dependent personal services, pensions, annuities, social security and other public pensions, or income of artists, athletes, students, trainees, or teachers. This includes taxable scholarship and fellowship grants. ...
‎February 23, 2021
11:58 AM