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Old 12.01.2018, 13:57
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Tax treatment on 401K IRA withdrawal

I returned to Switzerland 10 years ago and left behind a 401K IRA. Now I am retired and would like to withdraw some money. I was told the plan administrator will deduct some 30-35 % taxes since I am a non US resident. How do I report this taxes and my withdrawal on my Swiss income tax papers?
Thanks for advice

Manny
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Old 12.01.2018, 18:21
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Re: Tax treatment on 401K IRA withdrawal

Thank you Mullhollander for your info. It is not exactly my case since I am not a US citicen or a resident. I hope some other forum member has some practical advice.

MannyS
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Old 13.01.2018, 00:05
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Re: Tax treatment on 401K IRA withdrawal

I'm a non-US citizen or resident with a 403b. Haven't started taking withdrawals yet, but was informed I had to file form W-8BEN to prove eligibility under the Swiss-U.S. tax treaty
https://www.irs.gov/forms-pubs/form-...ax-withholding
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