Generating Form 8833, Treaty-Based Return Position Disclosure in Lacerte

This article will assist you with generating Form 8833, Treaty-Based Return Position Disclosure for a 1120-F return in Lacerte. Refer to IRS Pub 519 for more information about reporting treaty benefits claimed.

Follow these steps to generate Form 8833 in the Corporate module:

1. Go to Screen 69, Treaty-Based Return Position Disclosure (8833).
2. Scroll down to the Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)(8833) section.
3. Mark any applicable boxes:
   • Disclosing a treaty-based return position as required by section 6114
   • Taxpayer is a dual-resident and is disclosing a treaty-based return position as required by Reg. section 301.7701(b)-7
   • Taxpayer is a U.S. citizen or resident or is incorporated in the U.S.
4. Enter any other applicable fields on this screen.

Follow these steps to generate Form 8833 in the Individual module:

1. Go to Screen 74, Treaty-Based Return Position Disclosure (8833).
2. Locate the Treaty-Based Return Position Disclosure Under Section 6114 or 7701(b)(8833) section.
3. Mark any applicable boxes:
   • Disclosing a treaty-based return position as required by section 6114
   • Taxpayer is a dual-resident and is disclosing a treaty-based return position as required by Reg. section 301.7701(b)-7
   • Taxpayer is a U.S. citizen or resident or is incorporated in the U.S.
4. Enter any other applicable fields on this screen.

Related topics

• Generating Form 1120-F Income Tax Return of a Foreign Corporation
• Generating Form 1118 Foreign Tax Credit for Corporate Return