Hi @jessitbtx,
Your post has been the most helpful thing I have read so far to help me deal with Aussie taxes since I arrived in the US this year - thanks so much!
I have a couple more questions for you on Superannuation and investments. I was so glad to read from your post that an 8833 is not required, have you had any questions or problems from the IRS? I plan to list it in the FATCA 8938 and the FBAR but not include it in any taxable income.
I have a couple of small investments (stocks) that are below the FATCA requirement but I have not sold any investments since I have been a US resident. Do I need to declare the capital gains and if so on what form do I include this?
If you find a good Aussie/USA CPA please post and let us know - I can't find one that does not only deal with Aussie business taxes.
Thanks so so much!!!
