pk
Level 15
Level 15

Retirement tax questions

@aussiebobaustin , understand your position .

(a)  We are here to help but the decision / filing and standing behind the  declaration ( filing ) is definitely ONLY yours, no matter whom prepares your return.

(b) Whether an income is  taxed by the USA is per the US laws and as modified by any tax treaties in effect at the time of filing.  However, you as a filer / tax payer  MUST declare each and every income for the tax year  unless  specifically  excluded by tax code.  Thus  you will need to declare this income from Australian source and then  either pay tax on it  or exclude  from taxable income by using treaty assertions ( form 8833 ).

 

Good Luck.

 

If you need further help / explanation, please feel free to either extend this thread  or start a new one.

 

pk