DaveF1006
Expert Alumni

Retirement tax questions

it depends. Please read this Turbo Tax link written by LinaJ2020 that specifically addresses this issue. "Tax treaty-related matters are out of scope for our advice.  Generally, the UK pension is taxable to the US. You would not file the Form 8833.  However, you may need to consult another professional who is specialized in it for verification." I based my opinion on the language written in the IRS publication referenced in my original post. 

 

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