I came to the US on a K1 Visa In April 2024 and became permanent resident in Sep 2024. I am filing jointly with my spouse. 2024 is my first year of Tax filing in the US. My spouse is a US citizen. My questions are regarding reporting EPF and life insurance reporting requirements and the forms that I need to fill in.
Q1. I have got a distribution from employee provident fund (EPF) before I got my green card in September. I paid taxes on it in India. How and which forms do I use to report it? How do I claim the Tax treaty exemption (Article 20?)?
Q2. I have a few life insurances and paid premiums in 2024 and paid taxes in India. How and which forms do I report those? Do I report only the premium part? Or the current account value or some other number?
Thank you so much for any help you can provide. We really appreciate it.
