pk
Level 15
Level 15

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@confusedabd , Namaste ji

 

1.  Are you saying that  the  taxes  you paid to India  on interest earnings ( from bank  savings accounts  / CDs or such ) and allocated to the US tax year in question is   greater than  US$ 300 ?   And you are filing as single ?

 

2.  Your govt. pension  is from the state govt. / central govt / military pension   -- all of it  or partly also from private pension  or  Provident fund  etc.

 

I am asking for details because   US-India  treaty  does make difference  between the different types of pension.

 

Please help with details and I will come back on how to  include  the income on your US return.   

I am assuming that  you  have been a US person for the whole year of 2023.   ( when did you enter this country and with what visa  etc. ? ).   Which state is your home state -- most states do not recognize  tax treaty conditions.   

regards, 

 

pk