U.S. Retiree Bundle
$1,000 / yr $1,250 retail
Includes
- U.S. Form 1040 with treaty positioning
- Italian tax filing
- Foreign Tax Credit optimization (Form 1116)
- Quadro RW reporting for IRAs
- 7% Pensionati regime application
- IRS & Agenzia delle Entrate notice monitoring, pulled directly from our agency accounts and handled on your behalf
$1,500 / yr $2,500 retail
Includes
- U.S. Form 1040 (joint) with treaty positioning
- Italian tax filing × 2 (one per spouse)
- Foreign Tax Credit optimization (Form 1116) × 2
- Quadro RW reporting for IRAs × 2
- 7% Pensionati regime application × 2
- IRS & Agenzia delle Entrate notice monitoring, pulled directly from our agency accounts and handled on your behalf
Eligibility: Only Social Security or pension income.
Use this package