Reclaiming payments into German pension after moving to the U.S.

83 posts in this topic

I think the DRV is a bit stretched at the moment with all the work for the new Grundrente.  Historically they have been really quick when I have contacted them but this year is appalling. I finally got a reply last week to a question I first asked in November last year and in relation to which my reminders have become shorter and shorter and more to the point over the past couple of months.  I would suggest turning on the nag function on your requests...   

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On 2/24/2018, 12:33:20, Lorongmambong said:

Hello there,

 

I've managed to navigate the process of getting my refund from Germany (lived in Berlin for 4 years, now back in the US) and recently received my funds in my account.

 

Question on the refund itself: Do I need to declare this as income in my US Tax prep? Or was this post-tax money in Germany that I dont need to pay tax again for?

 

Any info/guidance would be much appreciated. Thanks!

Hi there:) I know that time has passed since you completed and turned in for your retirement funds and this is my question as well that you wrote above - did you have to declare this income in your US taxes - I had heard that it is money we wouldn't be taxed on but I am confused and also wondering if I should select to put it in my German bank account which I still have active over there or if I should have it deposited to my US bank account. I am thinking US but just wasn't sure how taxes work on it. Thanks for any help!  Also - I saw other people said about getting it certified by the German consulate - I just showed my passport to a notary and got that section stamped on the V0901 refund application form and then I had copies of our passport to include...now wondering if they should have stamped the actual passport copies rather than the section in the form. Ahhh - I want to make sure I do it correct so I don't get it sent back. ANY help/reflections from you would be much appreciated. Thanks! 

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On 7/9/2021, 9:56:37, Leila2014 said:

 

 

Hi there:) I know that time has passed since you completed and turned in for your retirement funds and this is my question as well that you wrote above - did you have to declare this income in your US taxes - I had heard that it is money we wouldn't be taxed on but I am confused and also wondering if I should select to put it in my German bank account which I still have active over there or if I should have it deposited to my US bank account. I am thinking US but just wasn't sure how taxes work on it. Thanks for any help!  Also - I saw other people said about getting it certified by the German consulate - I just showed my passport to a notary and got that section stamped on the V0901 refund application form and then I had copies of our passport to include...now wondering if they should have stamped the actual passport copies rather than the section in the form. Ahhh - I want to make sure I do it correct so I don't get it sent back. ANY help/reflections from you would be much appreciated. Thanks! 

 

With my husbands return we made the deposits over a few months from our german to USA bank account. The US already taxed that money when we filed our taxes so I do not believe it would need to be taxed again.

 

I wish this forum was a little more active because I do need some help. I did all the forms for my husband and the whole process barely look 6 months, and during the pandemic. The DRV however has been jerking me around for over a year. I sent final paperwork Jan 1, they received on the 7th. I have sent so many emails inquiring about the status and just today I received a letter that they need info about the child rearing period that is about 20 pages long! I never even checked that box i the initial application.

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