Serbinski Accounting Firms

Bringing this one back from the dead. Just to summarize the situation: Knowing I was a German resident, the payer looked into the tax treaty table, found Germany, Pensions=0% and made the distribution with no withholding. Where does this leave me as a NRA? There is no point in filling out Schedule N...

No tax at all was withheld, so I cannot imagine that I owe nothing on this. The tax treaty simply states that it should be taxed in the US, not that it should be taxed at a rate of 0% overall. And the way for it to be taxed in the US, should be as effectively connected income using the tax tables, a...

I am a tax resident of Germany. In regards to pensions, the German-USA tax treaty states: "Article 18 (1) Subject to the provisions of Article 19 (Government Service), pensions and other similar remuneration derived and beneficially owned by a resident of a Contracting State in consideration of...

I am a Non-Resident of the US and in 2022 I performed a 401k to Roth IRA rollover. I received a 1042-S and would like to file US taxes to pay the taxes owed. My question, which line of the 1040-NR should I put the income from the 1042-S? The income is coded as 15 (Pensions, annuities etc.) It looks ...

Understood, thank you!

Reviving this one since my question is related. I had no intention to file anything with the IRS in 2020 since I longer pass the SPT (I live in Europe and I am not American), however I received the following forms from my US Bank. 1099-R --> I had put some money into a Roth IRA and then removed the ...

Hello, I am a Canadian citizen who worked in the USA on a H1B visa from 2016-2019. In 2019 I left the USA to work in Europe. For 2019 I filed as a Resident Alien (I still passed the Substantial Presence Test), also declaring my European income from after I left and applying for Foreign Tax Credits (...