MarilynG1
Expert Alumni

Get your taxes done using TurboTax

 

Generally, an individual would not have to report a plan that was an employer-administered plan or a traditional defined benefit plan because the individual  neither owns the account nor has signatory authority over it; however, foreign owned personal pension plans must be reported.

 

If your Pension Plan consists of company stock, click this link for detailed info on Retirement Tax Tips.  

 

 

 

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