aussiebobaustin
Returning Member

Retirement tax questions

Thanks PK,

 

I am requesting  Australian tax forms from the Superannuation company  that relate to the withdrawal I made.

These forms will indicate if any or none of the withdrawal  is subject to Australian tax.

 

Past communications with the Superannuation company indicate there  may be forms but not available now.

The Australian tax  year ends around the middle of the calendar year so I may not have forms  by the time 

I file in the US for 2024 ie April 15 2025.  I think this is OK.

 

What I don't really understand is the choice I have ,  you mention I can file a form or take advantage of the Treaty ... it seems to me that it may be more straight forward  to file the Australian taxes to pay taxes in Australia  if I have  taxes owed there ( I don't think I do but need to prove it ).   

Then I  believe I am done based o the Treaty ... correct ?

 

Thanks Bob.