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Retirement tax questions
@abc481 what exactly do you mean a "private retirement " fund ? Is it a trust run by an employer, by a foreign public/govt or what ? Or do you mean really a few shareholders ( friends ) holding a trust/PFIC or what ? Or just your own personal trust ? or what ? Which country or countries ?
Why do you think you need form 3520 ( distribution from a foreign trust/ Estate/ person )?
Please answer my Qs. And I will circle back.
pk
March 30, 2025
2:05 PM