pk
Level 15
Level 15

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