Form 8833

I am reading the instructions for IRS Form 8833, the way I read it , my wife as a dual citizen and now living permanently in the UK does not have to file this form, any help on this would be appreciated.

I think this answers my question.  https://www.irs.gov/individuals/international-taxpayers/claiming-tax-treaty-benefits, BTW is there no expats out there collecting SS? LOL or should of I said "are there"

Your first post gave no indication of what treaty position you were referencing. Your second post is still vague, but if the question concerns a US Social Security retirement benefit paid to a USC resident in the UK (under the US/UK Totalisation Agreement), no, an 8833 is not required relating to the benefit being taxed only in the UK. If not SS, the form may still be required dependant on the type of income.

I think this answers my question.  https://www.irs.gov/individuals/international-taxpayers/claiming-tax-treaty-benefits, BTW is there no expats out there collecting SS? LOL or should of I said "are there"

I am a USC in the UK. Social Security is not taxable in the USA, only the UK, for me. I have to list on line 5a of the 1040 form how much the Social Security benefits were, and on 5b the taxable amount (zero).


Residents of the following countries are exempt from US tax on their US social security benefits: Canada, Egypt, Germany, Ireland, Israel, Italy (you must also be a citizen of Italy for the exemption to apply), Romania or the United Kingdom. Per the U.S. tax treaties with the above mentioned countries, US social security benefits are only taxable in the expat’s country of residence, not in the US.