LinaJ2020
Expert Alumni

Retirement tax questions

If you believe your UK pension is exempt, you should file the Form 8833. 

 

Per instructions of Form 8833, page 3, the third column, it says:

 

"Positions for which reporting is waived include, but are not limited to the following.

 

That a treaty reduces or modifies the taxation of income derived by an individual from dependent personal services, pensions, annuities, social security, and other public pensions, as well as income derived by artists, athletes, students, trainees, or teachers;"

 

See image

@Riverview1303

 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"