Thank you for your question. My name is XXXXX XXXXX I will be happy to help you today
Your mother does not have to pay taxes on the social security check. She does not make enough money for this to be taxable.
She would be taxed on the German pension, but will get credit for any tax that she pays to Germany on that same income.
The only form she needs to file is 1040.
thank you, XXXXX XXXXX the fact that all of the money she currently receives is essentially my father's (social security and the german pension payments), which she gets because she is a widow, does not exempt her from paying taxes on the pension then?
No, it does not exempt her from tax. She is receiving those funds so she would be taxed on them.
ok thank. i probably exceeds the level of detail that i paid for, but i saw that some european countries have treaties whereby pensions paid to US residents are not taxable, under a certain amount. I believe for Italy is is 11500. My mother receives about 13000. So I guess I need to find out if such a treaty exists with germany and what the thresholds are.
I would not know anything about how she would be taxed in Germany on that pension
understand, thank you.
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