Mastering U.S. Tax Reporting of Foreign Retirement Account Ownership and Distributions

This webinar will provide tax advisers with a comprehensive guide to understanding the reporting requirements of U.S. taxpayers owning or receiving payments from foreign/non-U.S. retirement accounts, including pensions, annuities and social security equivalents. The panel will discuss how to calculate current tax on both ownership and distributions, outline potential recognition traps from so-called “phantom income,” and detail the informational reporting requirements. The event will contain illustrations in the form of a case study showing reporting from hypothetical foreign-based pensions and social security-type accounts.

For more information and to register, please visit the Strafford event page.