pk
Level 15
Level 15

Retirement tax questions

@Lee-Ng ,  I need to understand your situation a bit better before venturing into commenting.

(a) When did you become a US person ( Citizen/GreenCard ) ?

(b) Are you in the US currently or still abroad ?

(c)  If you have been and still abroad, what is different for 2024, other than perhaps closing  you CPF account and  having a distribution that may be taxable in the US ?  I am asking this because  in general  for persons away from the US the filing date is 06/15  -- however the  pay date is still 04/15.

(c)  I am a volunteer  and generally cannot  (and should not ) be privy to your private/ personal information  (  e.g.  your tax return ).   This is mostly because  I have no  financial or  employer/employee or other relationship  with TurboTax.

(d)  There is still time to  take required actions  -- I understand your anxiety   and will do my best to alleviate the situation.

Please answer my questions and I will do my best to help you  --yes ?     You can also PM me and  I will come right back  -- we are probably 14 hrs.

 difference ( if you are in Malayasia ( I am in California)

 

pk