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Retirement tax questions
You are correct, some TurboTax experts do have an extensive background in a wide array of tax topics, including foreign pensions. The proper reporting of a foreign pension can become quite complex, often requiring FATCA, FBAR, and other IRS forms for foreign income. Sometimes things can require the need to consult with a private CPA or EA that specializes in foreign tax topics because the issue is out of scope. Legal or investment advice is not covered under the TurboTax service agreement. Here is a link to the service agreement.
‎February 25, 2021
2:39 PM