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Level 3
December 7, 2019
Solved

If my client receives a tax-free distribution from an Israeli retirement fund would it be taxable to my client in the US?

  • December 7, 2019
  • 1 reply
  • 14 views

My client has dual citizenship and her retirement fund  is a rollover from a 401k type retirement plan.  She says it will come to her tax free since it's been in place 10 years.

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Best answer by sjrcpa

Check the US Israel income tax treaty.

1 reply

sjrcpa
sjrcpaAnswer
Level 15
December 7, 2019

Check the US Israel income tax treaty.

The more I know the more I don’t know.