Get Form 8833 Example

Form 8833 is essential for resident aliens who wish to disclose treaty-based return positions for tax purposes. This guide provides clear, step-by-step instructions on how to successfully complete and submit this form online, ensuring compliance with the Internal Revenue Service requirements.

Follow the steps to fill out the Form 8833 online:

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Enter your name as it appears on your W-2 and your U.S. taxpayer identifying number, which is your Social Security Number (SSN) or Individual Taxpayer Identification Number (ITIN).
3. Fill out your current address in the country of residence, ensuring to include the city, province or state, and country without abbreviations.
4. Provide your local address in the United States, if applicable.
5. Indicate whether you are disclosing a treaty-based return position by checking the relevant box. You may also check the box if you are a dual-resident taxpayer.
6. Specify the treaty position you are relying on, entering the name of the treaty country and the relevant treaty article.
7. List the Internal Revenue Code provisions that the treaty modifies or overrules.
8. Provide the name, identifying number, and address in the United States of the payor of the income if applicable.
9. Explain the treaty-based return position taken, including a summary of the facts and the nature and amount of gross receipts or payments for which the treaty benefit is claimed.
10. Review all entered information carefully. Once satisfied, save your changes, and consider downloading or printing the completed form for your records.

Complete your Form 8833 online to ensure accurate and timely submission.