Thanks Opus 17,
This is what I don't get ... if "Superannuation" fits like a "square peg in a round hole" for US tax law , then it needs to be fixed. I don't believe I should have to retain some fancy international tax firm to be able to get an answer.
When I worked as a VITA tax volunteer, we had IRS provided flow charts to determine how to handle regular tax situations.
I can't see why such a flow chart couldn't exist for Australian Superannuation .... unless US tax law doesn't know how to handle "superannuation" . That means hiring an international tax lawyer is more hiring someone who is confident they can defend their interpretation of US tax law with the IRS and protect the tax payer from any issues.
I believe all I need to provide is :
A. Who funded the account.
B. What gains the account had .
C. Possibly how the funds were invested.
Thanks, Bob.
