Retirement tax questions

Dear SusanY1,

 

I value your time very much.   What you are writing makes a lot of sense. Note, I live in Texas so there are no State income tax implications!

So, if I do exactly as you write I will be able to correctly file my tax returns, right?  I have plugged in all other information and data.  The only snag is how to report the foreign pension income and also the paid foreign taxes to get a tax credit rather than the penalty that saw before.

 

 

Cheers,

JJ