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Retirement tax questions
@abc481 it would be considered a trust --- I am assuming it is a Fidei commissao or similar.. So for your FATCA reporting ( form 8938 ) you have to recognize the value in the trust.
Note that unless there is a tax treaty concluded and in effect at distribution time ( currently there ius none ), there is no protection from double taxation.
Is there more I can do for you ?
March 31, 2025
7:10 PM