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Retirement tax questions
@NycTaxPension You are correct, it is a good idea to speak to someone outside of TurboTax with regards to foreign pensions since it could be a legal question. This type of question is very important indeed, yet can also be considered out of scope.
Keep in mind, if this is a foreign pension that we're talking about, you'd have to report it on form 8938 if the total aggregate balance of foreign accounts reaches $10,000 during the year.
March 12, 2021
3:12 PM