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On 9-7-2018 I have received a 2017 form 990-T from my
On 9-7-2018 I have received a 2017 form 990-T from my Vanguard IRA, forUBTI from my MLP in the amount of $20,323, which included a late filing fee of $344, (although the tardiness is the MLP's fault) … read more
Lev
Lev
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Bachelor's Degree Equivalent
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I am a UK citizen and the beneficiary of an American IRA.
I am a UK citizen and the beneficiary of an American IRA. The stocks, shares, mutual funds within it have been liquidated as cash. That cash is still in the IRA and the IRA will be transferred to a te… read more
Lev
Lev
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UK citizen's wife died in 2016 and she was a US card holder
UK citizen's wife died in 2016 and she was a US green card holder (he is a nonresident alien for US tax purposes). Her estate was settled and in 2017, he took a distribution from her US IRA. Although … read more
Lev
Lev
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Bachelor's Degree Equivalent
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I am a US Citizen living and working int he Uk for the last
I am a US Citizen living and working int he Uk for the last 18 years. I am receiving a inheritance IRA from my mothers estate in the US. I've been told from her advisor that I need to set up a inherit… read more
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I inherited a US IRA. I'm a UK resident and citizen and so
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Lev - If I withdraw money from a 401K plan and am non
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Lane
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I am a US permanent resident (Norwegian citizen) that is
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Lev
Lev
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If I use my IRA funds to purchase a Joint Life with 20 Years
If I use my IRA funds to purchase a Joint Life with 20 Years Guaranteed Period with 100% to Survivor (Monthly Payment Amount $532.75, Full Year Taxable Amount $6,393.00 starting when I am 70.5 years o… read more
Lev
Lev
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Bachelor's Degree Equivalent
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, I am a US resident considering moving to Puerto Rico later
Hi, I am a US resident considering moving to Puerto Rico later this year. I had a couple of questions related to IRAs that I would really appreciate your help with. I currently have a US traditional I… read more
Lev
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I have an IRA account with E-trade in the States. I am not
I have an IRA account with E-trade in the States. I am not a US citizen and have no status in the US (I was a student there over 10 years ago). I am a British citizen and would like to close the accou… read more
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I am inheriting some money from a distant relative in the US
I am inheriting some money from a distant relative in the US which is a US citizen and a US resident. I am not a US citizen and not a US resident. The inheritance is cash payouts from an Annuity certi… read more
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Hi, I am a UK citizen, retired and domeciled in Thailand.
Hi, I am a UK citizen, retired and domeciled in Thailand. I am 58 years old. I was living and working in the US from 1990 to 1996 and have not lived there since. I stopped working for the same US comp… read more
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I started a Roth in 2006. In 2008, I transferred the Roth
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socrateaser
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I am a USA Citizen i have moved to Abu Dhabi to work and will
I am a USA Citizen i have moved to Abu Dhabi to work and will be here for the next 5 years. I will return to the US to retire. I currently have a fidelity rollover IRA valued 1mill USD. in the past te… read more
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My wife has a Vanguard 401k IRA which was started through a
My wife has a Vanguard 401k IRA which was started through a company she no longer works for. She is 50 and wishes to withdraw some of the cash from it. How is this done, and how are the taxes and pena… read more
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I had a foreign, Chile, stock in my IRA account which paid
I had a foreign, Chile, stock in my IRA account which paid a substantial dividend. Vanguard, my broker, withheld taxes on the distribution, but do not show it on any 1099. How can I recover these fore… read more
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I am a canadian citizen, resident of Alberta. I have no ...
Cross-border inheritance tax query. I am a canadian citizen, resident of Alberta. I have no US income. My sister, a US citizen and resident of Washington state, died recently. I am handling the estate… read more
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Uninformed decison leads to bad tax consequence with an annuity
My agent told me that I could withdraw 10% of my annuity each year without any penalty. LAst MArch (2004) I needed the cash to pay my 2003 Income tax bill so I withdrew the 10%. This year I received a… read more
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