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Retirement tax questions
pk,
First of all, thank you very much for your reply.
As for lines 35 or 36, I think line 35 is more suitable.
Line 35 is for stock in a foreign entity (not my case) or
an interest in a foreign entity (in my case it's interest in my employer's pension plan which is opened at CLAL insurance corp).
As for line 36, it's about issuer and counterparty.
Not sure how they're related to the pension plan.
What do you think?
Also, another question. Type of foreign entity, is it trust or corporation?
Thank you for you reply in advance.
As for lines 35 or 36, I think line 35 is more suitable.
Line 35 is for stock in a foreign entity (not my case) or
an interest in a foreign entity (in my case it's interest in my employer's pension plan which is opened at CLAL insurance corp).
As for line 36, it's about issuer and counterparty.
Not sure how they're related to the pension plan.
What do you think?
Also, another question. Type of foreign entity, is it trust or corporation?
Thank you for you reply in advance.
‎April 4, 2025
12:08 AM