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

This course will provide tax advisers with a comprehensive guide to understanding the reporting requirements of U.S. taxpayers with beneficial interests in foreign/non-U.S. retirement accounts, including pensions, annuities, social security equivalents and recent relief exempting specific trusts from filing Forms 3520 and 3520-A. The panel will discuss identifying, classifying and calculating potential U.S. tax exposures and reporting obligations arising from such foreign plans and detail the informational reporting requirements. The event will contain illustrations as a case study showing reporting from hypothetical foreign-based pensions and social security-type accounts.

For more information or to register, please visit the event page here.