I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

posted

Connect with an expert

3 Replies

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

If you didn't receive any distribution from your superannuation (pension) fund, there's nothing to report about it on your US tax return.

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

thank you - what about the FBAR and Form 8938 - do I need to submit those?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

If the value of your superannuation account meets the filing requirement thresholds, it must be reported on the FBAR (FinCen Report 114) and Form 8938 in accordance with the Foreign Account Tax Compliance Act (FATCA). For a chart that shows FBAR and Form 8938 see the following: Comparison of Form 8938 and FBAR requirements

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Still have questions?

Make a post

Manage cookies

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

Expert does your taxes

Do it yourself

Resources

Support

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

Get more help

Do you have a TurboTax Online account?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

Do you have an Intuit account?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

I'm a US / Australia dual citizen - I have a superannuation (pension) fund in Australia which I cannot access until I retire - do I need to include this on my tax return?

Get more help

Related Content

Thank you for helping us improve the TurboTax Community!

Sign in to Turbotax

File your taxes, your way

Access additional help, including our tax experts

Post your question

Connect with an expert