re "If you make a proper election on Form 8833, the 25% tax-free lump sum portion of your pension, formally known in the UK as the Pension Commencement Lump Sum (PCLS) that allows you to receive the first 25% tax-free. The default rule is that it's 100% taxable in the U.S. unless and until you affirmatively elect to claim the benefits of the treaty."
I took the 25% PCLS and it is free of UK taxes, even if one resided in the UK. I'm a US citizen and reside in the US.
I need assistance to properly complete form 8833. I'm willing to pay for the assistance, however as TT doesn't provide form 8833 I believe TT cannot provide this assistance. Is that true?
1 Enter the specific treaty position relied on:
a Treaty country: UK
b Article(s) 17(1)(b)
However what to enter in boxes 2,4,5 and suggested text for box 6?
This is beyond TT level 1 support and TT level 1 previously suggested contacting SprinTax however after reaching out to SprinTax found out they only deal with 1040NR filers which is not applicable to me.
Thank you
