pk
Level 15
Level 15

Get your taxes done using TurboTax

@MVLUSnr , need more info on the type of pension you are getting i.e.  is this  from a providend fund type of account or  pension from Central / State  govt employment ?   I ask because  most public  funds based  pension  ( i.e. based on govt. employment )  is usually taxable only by the  distributing  govt. and not by the US  ( US-India Tax treaty article 19 I think).

What about your investment income  you refer to in your post -- bank deposit / FD or what ?  Are these also in India ?  Are your investments through a broker in India  or  in the USA ?

Is this your first year filing in this scenario ?  If not how did you file 2023 ?

Which state are you a resident of ?

Is this your first year filing US return ?  Or first year with Indian Pension ?   If not how did you file 2023 ?

I will circle back  once I hear from you --yes ?

Namaste ji

 

pk