Italian Pension Funds and US Taxes: Fondo Pensione Treatment
Italian pension fund rules explain US tax implications, IRS reporting requirements, and trust classifications for American expatriates living in Italy.
-
-
US-Domiciled ETFs From Italy: The MiFID II Problem for Americans
American expats in Italy face severe investment restrictions because European regulations block purchases of standard American exchange-traded funds.
-
Form 8621: Reporting a PFIC You Already Bought in Italy
Form 8621 explains tax obligations for United States citizens owning Passive Foreign Investment Companies like Italian mutual funds.
-
Italian Investment Funds and PFIC Rules: The Trap Americans Fall Into
Passive foreign investment company rules for Americans in Italy apply to local mutual funds, ETFs, and insurance policies, triggering heavy taxes.
-
Claiming US Social Security While Living in Italy: Tax Treatment
American expats living in Italy learn how the United States and Italy tax US Social Security benefits and apply tax treaties.
-
Getting a US Certificate of Coverage for Italy: Application Steps and Timing
The US-Italy Totalization Agreement explains how workers obtain a Certificate of Coverage to avoid paying social security taxes in both countries.
-
The US-Italy Totalization Agreement: Which System You Pay Into
The US-Italy Totalization Agreement determines which social security system workers pay into and combines contribution histories for retirement.
-
Treaty Tie-Breaker Rules: US or Italian Tax Resident?
The US-Italy Tax Treaty tie-breaker rules help American expats determine tax residency and prevent double taxation between both countries.
-
The US-Italy Tax Treaty: How Americans Avoid Being Taxed Twice
The US-Italy Tax Treaty explains how American expatriates avoid paying income taxes in both the United States and Italy.
-
INPS Contributions on Your US Return: What Counts as a Creditable Tax
Mandatory Italian social security payments and the US-Italy Totalization Agreement explain how INPS contributions affect your US tax return.
