pk
Level 15
Level 15

Retirement tax questions

@MauraF , 

to be able to enter nthe pension details  ( issuer, distribution amount, taxable amount etc. etc. ), you need to  "pension " from the list of  incomes.  Do not choose Substitute 1099-R>  This then will  show a 1099-R entry screen. Here choose  " Foreign address" for the issuer.

 

Note that it matters as to what type of pension is being received.  US-Ireland tax treaty dictates how pensions are taxed and by whom.  For most treaties, Govt. / public  fund based pensions ( like  Social Security  equivalent) are taxed only by the issuing country.   So please tell me more as to type of pension  ( private, public or personal or what ).  Should I assume that the recipient is now a US citizen or Irish citizen ?  Is his taxhome US?

 

Is there more I can do for you ?