topic Foreign medical retirement in Retirement tax questions

Foreign medical retirement

Rich55 — Wed, 29 Jan 2020 23:23:51 GMT

Good day all, I recently got married and my spouse is medically retired from her country, she will be a resident alien soon. Do I have to pay taxes on her disability? Thank you!

Re: Foreign medical retirement

KurtL1 — Thu, 30 Jan 2020 00:05:14 GMT

It depends if there is a treaty between the United States and your wife's country and does the treaty say the payments are taxable or not taxable

Per The Taxation of Foreign Pension and Annuity Distributions you need to look at the treaty for the country, normally in Article 4 in most treaties, to determine if the payments are taxable.

To locate the treaty go to United States Income Tax Treaties - A to Z.

Re: Foreign medical retirement

Rich55 — Thu, 30 Jan 2020 10:26:17 GMT

KurtL1,

Thank you for your response. Her country is Germany, I should have mentioned that in my question. Thanks again!

V/r

Rich55

Re: Foreign medical retirement

KurtL1 — Thu, 30 Jan 2020 20:36:57 GMT

You are welcome. I was happy to help you.