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Retirement tax questions
@Anna803I went down that path, but if you read the instructions for Form 8833, it explicitly says that reporting with a Form 8833 is waived for treaty positions involving annuities, pensions and Social Security. So filing that form would only confuse the matter. It seems like the real solution is for TurboTax to allow the filer to enter a taxable amount, with a warning that the situations that require this are rare, and a reference to Pub 915.
‎January 5, 2022
2:21 PM