pk
Level 15
Level 15

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.

 

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