pk
Level 15
Level 15

Retirement tax questions

@Jonson702ER , 

(a) Was this your first entry in to the USA  in 2024 ? How about  prior two years ?   Generally your residency start date is dictated by the passing of  Substantial Presence Test and/or Green Card test.

(b)  What type of pension --- public sourced or private sourced.  Most treaties  limit  whom ( which country ) can tax  the pension.

 

I will circle back when I hear from you -- yes ?