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Generating Form 8833, Treaty-Based Return Position Disclosure for a 1120-F return

SOLVEDby IntuitLacerte Tax1Updated August 23, 2022

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.

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