Riester & Rürup
Article 18 (pensions) treaty position attached via Form 8833 when contributions exceed default credit thresholds.
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 finalise · Free PFIC scan · Draft package mapped to Forms 8621 / 8938 / FBAR / 1116 / 8833
What we handle for Germany residents
Article 18 (pensions) treaty position attached via Form 8833 when contributions exceed default credit thresholds.
26.375% (incl. Soli) flows into Form 1116 as creditable foreign tax — we keep the wrapper-by-wrapper detail your IRS examiner expects.
Realization on the German side may lag the US wash-sale window — we surface conflicts before you file.
Other treaty desks
Germany treaty · FAQ
Atamatax · run your Germany return
Scan your brokerage, see your PFIC count, review the forms with the right Germany treaty positions attached. You only pay when (and if) you finalise the return — and you walk away with a draft PDF package mapped to every IRS form.
What you walk out with