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[Swiss-list] BVG payment taxable in USA?

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[Swiss-list] BVG payment taxable in USA?

From: Cornelius Fichtner <click for textversion of email address >
Date: Sun, 26 Mar 2006 12:06:03 -0800

All,

I am a Swiss citizen, my wife is a Swiss-American dual citizen. When we left
Switzerland in 2002, we had the funds from both our BVG (Pensionskasse)
transferred into a "Freizügigkeitskonto". Last year, we had all funds from
that account transferred to the USA and used it to buy a home. The required
Swiss taxes (Quellensteuer) were of course deducted prior to this payment.

Now I am trying to figure out with my CPA here in California whether or not,
we will have to pay US taxes on this as well. I was wondering if any
swiss-list members have been in the same situation and how you solved this
issue.

Any info or pointers to online resources are greatly appreciated.

Regards,
 Cornelius Fichtner
Received on Sun Mar 26 2006 - 14:25:14 PST

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