RetireJapan

My distributions would be periodic. When I reach a certain age, 73, I must take mandatory annual withdrawals from my traditional IRA. I think Japan has a different method of taxing mutual funds depending on whether the withdrawal is a lump sum, or partial. I don't know if it is applicable to IRAs. A...

Sorry to reply to an old thread, but I would like to know if you found a good accountant. I have had a similar experience to yours. My experience is that the large international firms in Japan only want to deal with corporate clients. Even their Family services are targeted at families that own a la...

Thank you. I see that the prevailing wisdom is that IRA's should only be taxed on distribution by Japan. Now, having paid double tax, I wonder if there is any chance of me succeeding with a refund claim? I'm not hopeful, since there are no crystal clear statements of the policy with regard to tax on...

There have been a few questions recently about how Japan taxes IRAs. I have some recent, unpleasant experience related to this. On March 15th, at the tax office, I was told that I owe tax not only on the gains (interest and dividends) in my IRA, but also a distribution I took from that same IRA. An ...

I came to this forum to learn about how Japan taxes (regular) IRAs. At my last visit to the tax office here in Japan, my first after becoming a permanent resident for tax purposes, I was told I must pay taxes both on the income in my IRA *and* a distribution I took last year. That, in a sense is tax...