My name is Aaron and I am an American living in Germany now for a little over a year. I saw your post which was really informative about taxes between the US/Germany but I am still not 100% sure on how to tackle this. I saw that you had been helped by fellow members here and was wondering if you could pass on some of that knowledge to me before I go and throw away thousands of dollars for a Steuerberater. I spent the entire week making phone calls and all of the CPA's want a base price of 1K with an hourly wage of 300 Euros plus for additional work.
Background on myself: worked in Germany 2021 and have ETF's/stocks in the USA which have accrued dividends.
1. Is it best to do German taxes first as stated in the post?
2. Did you have a CPA do your taxes or did you find it was do-able by yourself?
3. Which exact tax forms did you need to fill out for general German taxes with stocks/ETF's and the dividends you earned?
4. How does it work with the dividends? Since the US charges 15% and Germany 25%, do we pay the 10% to Germany and the 15% to the US?
5. Could you please outline the way you managed to do your taxes from step to step?
6. As far as the US side goes, did you do the normal Turbotax route or did you have a CPA?
I don't expect anything as I know you probably have a working life just like me, but I would be grateful if you had the time to give me a hand with this as it seems impossible now not knowing exactly what to do and how to do it, but you have been there and done that, and I would be very appreciative if you could lay the groundwork for me.
We could even talk on the phone if that would be easier to explain instead of you typing, if you had the time. Thanks so much and I look forward to hearing from you!