I'll soon be in the same boat as a US resident with a UK state pension coming up. I'd be particularly interested to get any opinions on whether it will be necessary to file form 8833 as previously mentioned in this thread, as not being able to file electronically for both federal and state returns seems like a painful burden. Looking at form 8833 instructions on the IRS site here https://www.irs.gov/individuals/international-taxpayers/claiming-tax-treaty-benefits it seems like there are 2 of several exceptions (below) that might apply. Any thoughts?
Exceptions
You do not have to file Form 8833 for any of the following situations:
- You claim a reduction or modification of taxation of income under an International Social Security Agreement or a Diplomatic or Consular Agreement.
- The payments or items of income that are otherwise required to be disclosed total no more than $10,000.
