Withdrawing From a US Retirement Account as an Italian Resident
US retirement account withdrawals by Italian residents trigger dual tax liabilities requiring foreign tax credits and accurate reporting forms.
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401(k) and IRA Contributions While Living in Italy: What Still Works
US retirement account contributions while living in Italy require navigating complex international tax laws and foreign earned income exclusion rules.
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TFR and Severance Pay: How the US Taxes Italian Employment Payouts
Italian employment payouts and severance taxation explained for American expats, including calculation methods, Italian tax rules, and US tax obligations.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
