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Retirement tax questions
It depends. There are other exceptions for filing a 8833 beside what is listed above. Please read page 3 in the following publication for more exceptions.
- 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.
- You claim a reduction or modification of taxation of income under an International Social Security Agreement or a Diplomatic or Consular Agreement.
- You are a partner in a partnership or a beneficiary of an estate or trust and the partnership, estate, or trust reports the required information on its return.
- The payments or items of income that are otherwise required to be disclosed total no more than $10,000.
- In this instance, you are modifying taxation from a pension thus does not require a 8833.
Now, if were taxed in your foreign country and if that country has a tax treaty with that country, you can claim a foreign tax credit for the taxes paid.
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‎April 11, 2021
12:12 PM