Tax Responsibilities for Expat Retirees and Others from the United States

Although I work with and recommend a local expert on U.S. taxes, I have included the article below that is written by another specialist in the field of tax obligations for expats. It is always good to have a second opinion, especially when providing information about such a delicate subject.

Retiring may absolve you of many responsibilities, but if you are a U.S. citizen or green card holder, it’s imperative to consider your U.S tax filing obligations going forward, even if you do not reside in the U.S. We asked our friends at Taxes For Expats to give us an easy to understand breakdown of taxation as a retiree abroad – here’s what they’ve come up with, we think you’ll find it quite useful in planning your potential retirement, or staying abreast of your requirements if you already are retired.

Full retiree tax guide –

The guide above covers important topics such as:

  1. Do I even need to file? If I do, when do i need to do it by?
  2. Will my pension be taxed?
  3. Do I have to file taxes if I am only receiving social security and investment income (dividends, interest)?
  4. Can my spouse receive my retirement benefits, in the unfortunate situation that I were to pass away?
  5. Can I receive social security and pension checks, while residing in Costa Rica?
  6. How much should I withdraw from my retirement accounts to pay the least tax?

And many other pertinent topics – have a look!

Ines Zemelman, EA is the founder of
She can be reached at

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