pk
Level 15
Level 15

Retirement tax questions

@Dhebij , before we get into whether   US Social Security Benefits are taxable and if so by whom let me request some info:

1. Are you a US person ( Citizen/ GreenCard) ?  Are you also a resident of Germany ( Physical Presence or Bonafide Resident ) ?

2.We are talking about taxation of SSA benefits provided by US Social Security Admin  based and based on  FICA or SECA ( Social Security & Medicare  ) taxes  paid while working in the USA  (  working abroad under  Totalization Agreement ) -- yes ?

3.You are retired  and/or have chosen  to claim SSA benefits from US SSA while residing abroad -- yes ?

4.  When did you start SSA benefits ?  Have been reporting this income ( US SSA benefits ) to both US and Germany ?

 

Please  provide as much detail as you can .   Note that the taxation of   US sourced income for a resident of Germany is generally per the rules / conditions of the tax treaty between the two countries  and generally based on reciprocity.

 

I will come back to this once I hear from you.

 

pk