Hi Susan,
Thank you for the response. Is there a CPA in NYC area who specializes in taxation of foreign pensions? We really don't know how to approach this issue. Some CPAs I spoke to had no idea how to report this, We understand that she would have to pay tax in the U.S., the question is how much tax. Some say that she shouldn't be taxed on her contributions while she was working in Japan and she wasn't a U.S. person for tax purposes. Also, the employer didn't make any contributions, she contributed 100% of funds. We are getting mixed signals here. I've tried to contact the IRS, but the person I spoke to had pretty much very little idea what I was talking about. The time is running out and we are getting desperate. Thank you.
