pk
Level 15
Level 15

Retirement tax questions

@jscaemmerer , while I need to do more "looking into " how UNJSPF works, I am pretty confident that 

(a) you have to recognize the pension  distributions just like any foreign  private pension distribution  i.e. utilizing dummy 1099-R, foreign administrator etc.

(b) IRS Pub 575, especially page 10 on how to compute taxable portion ( i.e. account for  after tax contributions made by you ) is  generally the guiding document

 

What I am lacking in knowledge is how to treat  your contributions that were made by a US person but posted in a foreign country ( if  that is your case ) or if you were an NRA  at least for a part of your tenure with the UN.  Obviously  your case may not pertain to these scenarios i.e. a US person, working for UN and always taxed by the US.

While I educate myself a little bit more on this ,  --- (a) does the above help you or you need more specific help  and (b) is there more I can do for you ?

Should I assume that your tax-home is US ?

Look forward to hear from you --yes ?