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    coupchoos's Avatar
    coupchoos Posts: 2, Reputation: 1
    New Member
     
    #1

    Dec 16, 2008, 12:52 PM
    Tax on Irish Pension Plan
    Hello,

    As an Irish government employee stationed in USA, I paid taxes in Ireland and all pension contributions, from myself and my employer, into my Irish pension, were also tax-free here in USA.

    Now that I plan to retire here in USA, how will I explain to the IRS that my pension is exempt?

    What do I need from my employer, a 1099-R?

    Thanks, coup
    IntlTax's Avatar
    IntlTax Posts: 831, Reputation: 23
    Tax Expert
     
    #2

    Dec 16, 2008, 07:38 PM

    You should file a U.S. return and include Form 8833 and specify Article 19, paragraph 2 of the Ireland-U.S. Income Tax Treaty as the provision that exempts the pension from U.S. tax. You do not need a 1099-R from your employer.

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