Foreign Pension Plan Erisa
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FAQ
How to Report Foreign Pension Income Form 3520: required if you have any transactions with a foreign trust. ... Form 3520-A: required to be filed by the company that manages your foreign pension. ... Form 8621: required if PFIC rules apply.
ERISA also does not cover plans maintained outside the United States primarily for the benefit of nonresident aliens or unfunded excess benefit plans.
To enter foreign pension in TurboTax online program, you will need to create a substitute form 1099-R. Within your Personal Tax section, Under Retirement Plans, select the IRA, 401(k), Pension Plans (1099-R).
How to report foreign pension income FinCEN 114 (FBAR) if you held over $10,000 in foreign accounts, including your foreign pension plan, at any time of the year. FATCA Form 8938 if your combined foreign accounts and assets are worth over a certain value. Form 8621 if your pension qualifies as a PFIC.
The correct answer is "C." ERISA covers most employer-sponsored retirement plans. But public employee plans, such as the state pension plan in answer "B," are exempt from coverage. Nor is the IRA, the "A" choice above. An individual retirement account is not offered by an employer and is exempt from ERISA.