BobKamman
Level 15
08-07-2021
05:33 PM
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He who hesitates is lost. On the other hand, remember that treaty benefits aren't always recognized by state income tax laws. I hope you're in Texas or Florida. Well, no, that sounds like a death sentence. I hope you're not in California, where I think there was a question a while back about taxation of some country's Social Security benefits.
If it makes you feel better, attach a pdf explanation to the return, since no one at IRS reads attachments but it might save some research by the next practitioner who gets this client.