Riester & Rürup
Article 18 (pensions) treaty position attached via Form 8833 when contributions exceed default credit thresholds.
Convention 1989 · IRS x BZStDu zahlst schon Abgeltungsteuer.
Du zahlst schon Abgeltungsteuer.
Wir baue dein 1040 darauf, ohne Doppelbesteuerung.
Germany-US Convention 1989 covers Abgeltungsteuer, Soli, Kirchensteuer and pension income. Capital-gain timing differences are reconciled against your German Steuerbescheid.
No payment until you e-file · Free PFIC scan · IRS-compliant Forms 8621 / 8938 / FBAR / 1116 / 8833
What we handle for Germany residents
The three things that bite Germany-based US citizens.
Abgeltungsteuer credit
26.375% (incl. Soli) flows into Form 1116 as creditable foreign tax — we keep the wrapper-by-wrapper detail your IRS examiner expects.
Kapitalerträge timing
Realization on the German side may lag the US wash-sale window — we surface conflicts before you file.
Other treaty desks
Same workflow, different bilateral convention.
Atamatax · run your Germany return
Free draft. Pay only to e-file.
Scan your brokerage, see your PFIC count, review the forms we'd file with the right Germany treaty positions attached. You only pay when (and if) you submit.
What you walk out with
- · Form 1040 + schedules B, D, 1, 2, 3
- · One Form 8621 per PFIC (up to 25 per return)
- · Form 8938 (FATCA) when thresholds hit
- · FinCEN 114 (FBAR) auto-generated and filed
- · Form 1116 with Germany tax credit allocated
- · Form 8833 when you take a treaty position