AmyC
Expert Alumni

Retirement tax questions

Here is a link to the tax treaties. If you do receive a form, you will need to convert it to US dollars. If not, simply enter what you can show as correct, then minus it back out. The advice in this thread is good. I would add that form 8833 will also need to be filed with your state, if you have state tax.

 

@Lcpalmer1

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