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canadaguy
New Member

Exclusion of Social Security Income for Canadian Resident and Form 8833

TT has introduced a calc that will reduce social security income to zero for certain residents of foreign countries where SS is taxable such as Canada. 

Is this exemption a treaty based position that requires to file Form 8833?

Will TT provide the Form in its desktop version for 2024? 

Finally, will reporting as such generate a matching notice from the IRS or has TT made sure this filing approach will be accepted by the IRS? 

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1 Reply
rjs
Level 15
Level 15

Exclusion of Social Security Income for Canadian Resident and Form 8833

It is a treaty-based position, but reporting on Form 8833 is waived by the regulations. Form 8833 is not required.

 

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