chasleslieb
American looking for information about Spain
Forum posts
74
About me
American
Registration: 28 January 2023
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
UPDATE:My request with the IRS to obtain tax residency certification was approved and I received a form letter (IRS form 6166 for both myself and my wife) I will be meeting with attorneys in two weeks to submit a declaration for ... Read More
Transporting kitchen knives on the train by chasleslieb
I've checked the Renfe site and they say sharp work objects properly packed are allowed.I am traveling from Granada to Oviedo as I am moving there and I need to transport my nice kitchen knives that I use to prepare meals.Any experience with this ...
@Ian Atkinson Sorry to hear that. I had a pocket knife confiscated in Madrid because the blade was "too long" even though it passed getting on the train in Granada. They also had me remove a blade from my box cutter even though the handle of the ... Read More
US elections & your expat life (testimonies) by Ameerah Arjanee
Hi everyone. I’m a content writer for Expat Magazine, and we are planning on writing an article about what American expats abroad (and non-American expats living in the US) think about the upcoming presidential elections. How do you think the ...
I don't think this is the proper forum to introduce the rancor and disingenuous nature of U.S. political "leadership". There's plenty of that to be found on Facebook, X, TruthSocial, etc.I view this site as a sanctuary of hope and a platform to ... Read More
Bring a pet from the US to Spain and return to US by njadwriter
We have bought a house in Daimuz, Spain, and will make our first trip there in 12/24 to 02/25. We will return in 5/25 to spend at least six months. We will return to the US after each trip. We want to bring our cat with us each time we go and ...
We brought our two cats with us to Spain from the U.S. We will not take them back to the U.S. so I cannot speak for the return trip nor can I speak for dogs.We are so happy they are here with us!With respect to the cats, it is important to have the ... Read More
Nlv visa application by Dilip Parmar
How long does it take for the visa application to take once its sent off
I think we applied in February and received the visa in the beginning of July however we had about a month delay because we had to resubmit our criminal background check from the FBI instead of the local state authorities. They changed the rule ... Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
@electra777Disclaimer:First of all... I've never done this ever as I just became a tax resident at the end of June. Secondly, I am obtaining a legal tax service in Spain to apply for this exemption. Thirdly... It requires some study and ... Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
@electra777I am aware of the Modelo 720 which is just a reporting of foreign assets. I'm not certain as to the time frame of the €20,000 increase, whether it is an annual increase or whenever the increase occurs.As far as I can tell, the Roth ... Read More
Learning Spanish by AlbuquerqueAce99
Hello All-I’m considering a move to Spain within about 6 months to a year and would like to begin learning basic Spanish. Do any of you have experience with Babble, Duolingo, etc.? If so I’d be curious to know what you think of those ...
@AlbuquerqueAce99I've been using Duolingo for several years now and have found (now that I live in Spain) a lot of the vocabulary is focused on Spanish in the Americas and not so much Spain. Duolingo has its merits in vocabulary building but ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@chaslesliebUPDATE REVISION:I checked UPS and it was $108 for their basic service to ship a document. This was a quote from their website. I also saw an advertisement for about $65 to ship a document but maybe it was a generic quote not applicable ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
UPDATE:I received the apostilled 6166 form today (July 9) at our U.S. residence. It took 31 days from mailing it the state department.The next step is to ship the documents in a secure and timely manner to our residence in Spain. I don't wish to ... Read More
Private Health Insurance in Spain by njadwriter
I have been researching private health insurance in Spain for several weeks. My wife and I are both over 65, so there are limited options. The two companies that would provide coverage for us are Cigna Global and Adelas. I would appreciate any ...
@njadwriterWe are 70 years old and went through an insurance broker called GIDEA. They set us up with DKV which is a German company. They have a medical network that provides medical services. The cost for us was less than Medicare Part B ... Read More
OVIEDO - Anyone here?! by MelanPerkyEnergy
Hi,I just moved in Oviedo, Spain.There doesn't seem to be too many Expats in this area or many online communities about this city.I do not have Facebook, so I cannot join the usual groups there and I am looking through other sources which are not ...
@PiaLiStYou can send me a message or just post it here. I haven't used messaging here so not sure how I receive them Read More
OVIEDO - Anyone here?! by MelanPerkyEnergy
Hi,I just moved in Oviedo, Spain.There doesn't seem to be too many Expats in this area or many online communities about this city.I do not have Facebook, so I cannot join the usual groups there and I am looking through other sources which are not ...
@PiaLiStOh yes... and there is a drivers license requirement if you plan on living here as a resident... the International license doesn't count. I just got my Spanish license. You can study on your own online but you have to take a practical ... Read More
OVIEDO - Anyone here?! by MelanPerkyEnergy
Hi,I just moved in Oviedo, Spain.There doesn't seem to be too many Expats in this area or many online communities about this city.I do not have Facebook, so I cannot join the usual groups there and I am looking through other sources which are not ...
@PiaLiStHello Pia,Welcome to Spain.We live in a rural part of Asturias and are not really looking to network with expats socially. However, if you have any questions my wife and I would be glad to help. We are from Alaska and ... Read More
Cl@ve Registration by chasleslieb
Anyone have a straight answer on how to register with Cl@ve to obtain a Cl@ve pin? I'm not having any luck. I'm trying with my digital certificate but I just get an error message: "Error details entry: Empty expiration date". And I cannot go any ...
@Blancas BloggerYes, it seems ironic that one needs to go in person to register for something that is designed to be an online service.I went to the Apple Store and discovered that Cl@ve app is only available for the iphone and ipad and that it was ... Read More
Cl@ve Registration
Anyone have a straight answer on how to register with Cl@ve to obtain a Cl@ve pin? I'm not having any luck. I'm trying with my digital certificate but I just get an error message: "Error details entry: Empty expiration date". And I cannot go any ... Read More
Renewing My Non-Lucrative Residency Visa by michaelbrourman
A simple question I hope: My non-lucrative residency visa expires in late February 2024, a year after my arrival in Barcelona. Where and how do I renew it?
I have a question: We submitted the documents electronically and the EX01 application was rejected as noted because it was filed too early. Does anyone know if I have to pay the visa application fee again with 790-052 form or is the payment I made ... Read More
Renewing My Non-Lucrative Residency Visa by michaelbrourman
A simple question I hope: My non-lucrative residency visa expires in late February 2024, a year after my arrival in Barcelona. Where and how do I renew it?
@chaslesliebOne update.... we did not realize the date of expiration was related to the date of entry into Spain as printed on the TIE NOT the date of approval of the visa by the consulate.Therefore, the application was rejected because we ... Read More
Renewing My Non-Lucrative Residency Visa by michaelbrourman
A simple question I hope: My non-lucrative residency visa expires in late February 2024, a year after my arrival in Barcelona. Where and how do I renew it?
Hola a todos!My wife just posted this on a website and I thought I would share our experience here.We just electronically submitted documents for renewal our Non Lucrative Visa- NLV -(years 2 & 3), We hope our experience will be useful.One can ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
Update:On February 22 I faxed my documents along with form 8802 to the IRS.On May 29th I received a letter at my U.S. address that the IRS had received my fax and are reviewing it and will rule within 30 days.On June 2nd they sent me another exact ... Read More
International driver's permits for American license holders by MoniDefi
Hi there:I am in desperate need to get an International Driver's Permit before June 21st. I have a valid American driver's license. I already passed the Spanish written driving test, but at the "autoescuela" they have told me that's going to be a ...
@MoniDefiMy understanding (and it is not official) is that you have to be physically present in the country of issue to obtain the international drivers license. I agree with the post that online offerings have a high degree of probability of being ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@rdruby699It's not "unbelievably" complicated considering the complexity of the Spanish tax system. The complexity is manageable. Just take it one step at a time and keep breathing.Also, for your information, I do not have to concern myself with ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
Update- I filed my form 8802 and paid $85 to the IRS. I faxed the information to the IRS via an online fax service. I sent in supporting documents i.e. bank account, voter registration, drivers license, passport, U.S. tax documents, etc. to the ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@chrisengelartIt is my daughter that lives at my residency address. I do not own the home but it is a physical address and a residence that is "available" . Available is the exact language of the treaty. I would personally question the use of a ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
Update on the process:I have decided to go forward with obtaining the IRS form 6166 Letter of Residency.I am submitting the request form 8802 via an online fax website and have paid the $85 fee electronically from my US bank account as per 8802 ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@jimoroThe idea is that because one meets the tie breaker criteria for dual tax residency according to the treaty, one pays tax in only one country, in this case the U.S. You pay the full U.S. tax liability (which for me ranges from 6.5% to 8% of ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@gwynjThe treaty says "personal and economic relations are closer (center of vital interests)"So what is a vital interest?It's not defined specifically other than perhaps through precidence that only a legal expert has common knowledge of.In my ... Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
@GeorginaJBut the Roth IRA is not recognized as an IRA with respect to wealth tax? Just traditional IRAs? These are questions not answers 😁 Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@ronjonesncThe point is to pay the least amount of tax.My final tax rate in the US is 6.5%Since I am a dual tax resident with a permanent home "available" (treaty language) "to me" in both countries and all my income i.e. "vital economic interests" ... Read More
Cost of living in Spain in 2024 by Cheryl
Hello everyone, As every year, we invite you to share your experience regarding the cost of living in Spain, and if possible, in the specific region or city where you live. This will help members who are planning to relocate in Spain. Here are ...
@chaslesliebA little revision to my post after discussion with my wifeTrain ride numbers are 16 not 6 but that is easily accomplished. We exceeded that in two months time.The rental restrictions are most prevalent if one is searching near the ... Read More
Cost of living in Spain in 2024 by Cheryl
Hello everyone, As every year, we invite you to share your experience regarding the cost of living in Spain, and if possible, in the specific region or city where you live. This will help members who are planning to relocate in Spain. Here are ...
Local trains in Asturias are free if you buy a 4 month pass and make at least 6 trips during that period. Renfre will refund the cost to your credit card if you pay that way.Bus fare in Gijón is €0.68 per trip if you buy a pass.Year ... Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@ronjonesncI was correct. After contacting the link their response was they only do US taxes. Read More
Spanish Tax Form for treaty tax exemption by chasleslieb
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret.
@ronjonesncMy reading of the treaty says if one satisfies "The tie breaker rules" one pays tax only one of the countries.Not just living in Spain and paying U S taxes and Spain taxes and playing the double taxation rebate game.It appears to me that ... Read More
Spanish Tax Form for treaty tax exemption
What Spanish tax form is used to claim exemption from Spanish taxes as per dual tax residency provisions in the tax treaty with the U.S. I cannot get any accurate information from a Google search.It's like it is some big secret. Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
@Conor55Fortunately or "unfortunately 😁" I am well below the wealth tax threshold so that it is not a concern. But I suppose it could have an impact that you mentioned. Read More
Roth IRA or Roth 401k taxation by Erichsisol
Hi all US expats and Tax accountants! I'm a US and as well as EU citizen (non-Spain) living in US and planning to retire in Spain. I have researched a lot online and YouTube videos but I could not find any concrete reliable information about ...
I cashed out my Roth before becoming a tax resident. Now it exists as a savings and is not taxed as a retirement fund. I can draw off the savings as though it we're income but it won't be taxed as income. I leave my regular IRA invested but don't ... Read More
Spain website for TIE appointments broken
Trying to get an appointment to pickup our TIE in Gijón but the site is broken and I cannot find a link to report its malfunction so someone can fix it...or at least they are aware of it.Anyone have a link to report the malfunctioning ... Read More
Americans in Spain by DrDuane
Hello, With retirement just around the corner we have been looking at various locations and Spain continues to draw our attention. I would welcome information from US expats about the process of relocating and obtaining a residency visa. We will ...
We received our visa and experienced the same non communication issue.We found all the requirements for filing on the website.We submitted all the documents and they sent us the visa. No verbal or written responses ever occurred even though we ... Read More
RE-THINKING THE ROTH IRA by chasleslieb
A Roth IRA in Spain is not recognized as a retirement pension account like a 401k IRA. It is considered and investment account. As such one would be taxed at the savings income rate on the dividends, capital gains, and interest that the fund ...
@ZiaMan24This is very interesting. And thank you for the information.I am not sure this resolves the issue of the intent of a Roth i.e. not-taxable distribution of the fund.What I perceive (I don't pretend to understand) is that the Roth is now ... Read More
financial documents for NLV visa application by wavery93953
Hi,My name is Caroline. I am from the US. I hope to move to Spain for 6 months beginning in March 2024. I am in the process of applying for the NLV visa, but I have run into a possible problem. Will I be denied the visa ...
The type of visa dictates the rule.We just obtained our NLV through the San Francisco consulate. According to the requirements for the NLV that we have read, one cannot have a debt and obtain the visa.I agree that for a 6 month stay you might want ... Read More
U.S. form 6166 - tax treaty for a retiree with only U.S. Income.
This tax thing is extremely complicated and no one seems to be able to give a straight definitive answer.I'm (trying) to read the treaty. I'm supposed to understand it and it is supposed to be "simple" or "easy" or "clear".What I read says that if, ... Read More
Not becoming a tax resident. by blackrabbit
Hi, I am a new member here and have a couple of questions to help me on planning. Here is the background and what I want to achieve: My two young children will be going to a Spanish private school for two years for an experience later this year. My ...
"except if the taxpayer accredits their residency in another country."Is not form 6166 "accrediting" tax residency in a country outside of Spain that is signatory to the treaty?Also the term "center of economic activities" seems vague and ambiguous ... Read More
Laser Printer Cartridge Availability and Transport
I have a nice and dependable Brother Laser printer but cannot find any vendors in Spain that carry the replacement toner cartridge (TN 760)Does anyone have any experience with airlines transporting toner cartridges (yes or no) and/or how many can I ... Read More
Transporting kitchen knives on the train by chasleslieb
I've checked the Renfe site and they say sharp work objects properly packed are allowed.I am traveling from Granada to Oviedo as I am moving there and I need to transport my nice kitchen knives that I use to prepare meals.Any experience with this ...
Thanks for the links and advice.The kitchen knives are tools for cooking and eating.They will be extremely well packaged in a safe manner and burried deep within my locked suitcase.My "profession" is being retired so I suppose I could justify being ... Read More
Transporting kitchen knives on the train
I've checked the Renfe site and they say sharp work objects properly packed are allowed.I am traveling from Granada to Oviedo as I am moving there and I need to transport my nice kitchen knives that I use to prepare meals.Any experience with this ... Read More
Taxes on Public Pensions and Public IRA from U.S. by chasleslieb
I have a rollover IRA from my 401a (not 401k) that was funded by employment with the state of Alaska. It now is a rollover account at a private company (Vanguard). I'm not sure how to prove the 401a source of the rollover IRA but am ...
@lovebeethoven Thanks JohnI think I've got a plan. I've moved my Roth into a money market account. Spain will consider this as a savings account and tax the dividends but the principle I can use as tax free savings... not income.So, I am going to ... Read More
keep my work UK mobile number by bernindave
Hi Everyone ☺️My husband and I are moving over next week, starting off in Valencia for a couple of months, basically looking around Spain for our forever home. I'm a freelance worker and have a European passport thankfully 🙏 so ...
@gwynj Again, Thanks so much for your diligent help and great information.It is very good to hear you say that Skype allows SMS verification. My online research indicates that many voIP (one place quoted 90%) systems are not compatible with ... Read More
keep my work UK mobile number by bernindave
Hi Everyone ☺️My husband and I are moving over next week, starting off in Valencia for a couple of months, basically looking around Spain for our forever home. I'm a freelance worker and have a European passport thankfully 🙏 so ...
@gwynj Also, I will want to dump my U.S. provider as they are way more expensive than cell service in Spain. So I will have a Spanish SIM phone number and use a U.S. VoIP number for SMS verification and some voice. I probably will switch to Google ... Read More
keep my work UK mobile number by bernindave
Hi Everyone ☺️My husband and I are moving over next week, starting off in Valencia for a couple of months, basically looking around Spain for our forever home. I'm a freelance worker and have a European passport thankfully 🙏 so ...
@gwynj So nowadays we have SIM phones and VoIP (Voice Internet Provider?) phones. SIM--directly on a network signal; VoIP--via the internetYou mentioned two SIM card networks. Do you swap out the SIM cards or are they making dual network SIM cards ... Read More
keep my work UK mobile number by bernindave
Hi Everyone ☺️My husband and I are moving over next week, starting off in Valencia for a couple of months, basically looking around Spain for our forever home. I'm a freelance worker and have a European passport thankfully 🙏 so ...
@gwynj It seems there are a lot of options for virtual phone numbers out there. My daughter uses text+ but says she is getting quite a bit of spam.Does Skype charge for their service?You can have more than one number plus keep your cell network ... Read More
Mailing Debit Cards from U.S. Bank To Spain by chasleslieb
My debit card on my U.S. bank account will expire a year after moving to Spain. Will they mail my new card to Spain or do I have to hire a courier or have it forwarded from my U.S. residency address via USPS.I have heard in one case the bank will ...
@michaelbrourmanMy understanding USAA is a special bank for military, veterans, and their families. They are set up for international operations and have options available to customers that regular commercial banks won't do. It is a great system ... Read More
Mailing Debit Cards from U.S. Bank To Spain by chasleslieb
My debit card on my U.S. bank account will expire a year after moving to Spain. Will they mail my new card to Spain or do I have to hire a courier or have it forwarded from my U.S. residency address via USPS.I have heard in one case the bank will ...
Great responses and ideas. Thank YouI will have a permanent U.S. address with a reliable and responsible family member to assist (including durable power of attorney) for business purposes. I've heard of a company called "Text+" that my ... Read More
Mailing Debit Cards from U.S. Bank To Spain
My debit card on my U.S. bank account will expire a year after moving to Spain. Will they mail my new card to Spain or do I have to hire a courier or have it forwarded from my U.S. residency address via USPS.I have heard in one case the bank will ... Read More
Work for a U.S. Company while living in Spain by chasleslieb
Does anyone know if there are certain obstacles (either legal or administrative) to being on a payroll with a U.S. company where wages are reported on W-2 (not working on an individual contract basis or self employment). This is assuming one has a ...
@jsthodal Thanks for your input.In this particular case there is a U.S. residence that the business or company can work through. It is very legal to have more than one residence though they may differ in kind such as "tax residence" vs. domicile ... Read More
Work for a U.S. Company while living in Spain by chasleslieb
Does anyone know if there are certain obstacles (either legal or administrative) to being on a payroll with a U.S. company where wages are reported on W-2 (not working on an individual contract basis or self employment). This is assuming one has a ...
Thank you for your response.The NLV is not an issue in this particular case as the visa being considered is a resident visa.So my understanding from what you say, there is no legal obstacle to being employed by a U.S. company while living in Spain, ... Read More
Work for a U.S. Company while living in Spain
Does anyone know if there are certain obstacles (either legal or administrative) to being on a payroll with a U.S. company where wages are reported on W-2 (not working on an individual contract basis or self employment). This is assuming one has a ... Read More
What is a personal allowance for Spanish Taxes by chasleslieb
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ...
I went to Agencia Tributaria and got lost without any definitive answer and a few dead ends (page error 404). What I do see in a lot of tax service adds and google, is that the tax resident is the one who is required to file. But this is just ... Read More
RE-THINKING THE ROTH IRA
A Roth IRA in Spain is not recognized as a retirement pension account like a 401k IRA. It is considered and investment account. As such one would be taxed at the savings income rate on the dividends, capital gains, and interest that the fund ... Read More
Renting a long term apartment upon arrival in Spain by zurlita
Hi Everybody, I plan to move to Malaga this summer and I intend to rent an apartment for a year or so; and then, to buy one. Initially I will rent a touristic apartment for a month and meanwhile I will search for a one year leasing contract. I will ...
gwynj"Personally, I stay away from agency listings, and look for stuff posted directly by the landlord."Do you know of a specific place i.e. website or publication that is commonly used by landlords to post their rentals? Read More
What is a personal allowance for Spanish Taxes by chasleslieb
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ...
This is from Blevins Franks:Another explanation to help:"The basic personal allowance for 2011 is ?5,151 per person. For joint returns the allowance for the second spouse is ?3,400. These are unchanged from previous years. This is less generous than ... Read More
What is a personal allowance for Spanish Taxes by chasleslieb
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ...
Not being wealthy, we don't have to worry about the wealth tax. We are well below that threshold :^) Read More
What is a personal allowance for Spanish Taxes by chasleslieb
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ...
I really appreciate your contribution on this issue and your help.I have been advised that a pension from PUBLIC sources i.e. government (state, city, federal in the U.S.) is tax exempt in Spain.I'm going to defer the IRA income, non-public pension, ... Read More
What is a personal allowance for Spanish Taxes by chasleslieb
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ...
Thank you so much for this information.This is the first time I have heard of a tiered tax assessment.I am confused a bit:From the table below Personal Income Tax (PIT) rates (on the site you shared) I seeUp to €12,450: ... Read More
What is a personal allowance for Spanish Taxes by chasleslieb
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ...
I have been told by a Spanish tax advisor and read it (in one place) on another forum that the personal allowance is an amount (say €6700) that is multiplied by your tax bracket (say 19%): (€6700 x .19 = €1273) and that €1273 is ... Read More
What is a personal allowance for Spanish Taxes
What is a personal allowance. I know the amount (€6700 if over 65 years of age)... but what is it? A tax credit on Spanish taxes or a deduction for income?And how is it applied? Does one get the full amount or is there a computation that ... Read More
Taxes on Public Pensions and Public IRA from U.S. by chasleslieb
I have a rollover IRA from my 401a (not 401k) that was funded by employment with the state of Alaska. It now is a rollover account at a private company (Vanguard). I'm not sure how to prove the 401a source of the rollover IRA but am ...
Information on Roth IRA from tax advisor:A Roth IRA will be taxed as a private investment. This means every year Spain will tax the capital gains and distributions from the fund just as though it was a regular mutual fund. There is no tax deferred ... Read More
How do you move your stuff from the US to Spain? by zurlita
Hi there!We are planning to move to Malaga this summer and we want to reduce our stuff to minimum. However, after almost 20 years in the US, it will be probably hard to leave with just a piece of luggage. Even though we would make effort to reduce ...
Correction with mybaggage ... it is DHL they contract with not the "DHS"--"department of homeland security"One thing in Al SAmd's strategy it involves multiple flights between the U.S. and Spain versus a one time transit. That has to be factored ... Read More
How do you move your stuff from the US to Spain? by zurlita
Hi there!We are planning to move to Malaga this summer and we want to reduce our stuff to minimum. However, after almost 20 years in the US, it will be probably hard to leave with just a piece of luggage. Even though we would make effort to reduce ...
It says the link is under review. You can search for MyBaggage and it will direct you to where you need to go. Read More
How do you move your stuff from the US to Spain? by zurlita
Hi there!We are planning to move to Malaga this summer and we want to reduce our stuff to minimum. However, after almost 20 years in the US, it will be probably hard to leave with just a piece of luggage. Even though we would make effort to reduce ...
I intend to use MyBaggage.com to ship all our possessions including a bike, music instruments and two giant floor speakers that weigh 72 lbs each.We will be down to just boxes for possessions when we move.I shipped a box to my daughter in Granada ... Read More
Taxes on Public Pensions and Public IRA from U.S.
I have a rollover IRA from my 401a (not 401k) that was funded by employment with the state of Alaska. It now is a rollover account at a private company (Vanguard). I'm not sure how to prove the 401a source of the rollover IRA but am ... Read More
Taxes in retirement for Americans by Erichsisol
hi there, I'm planing to retire in Spain (around Barcelona) but the main concern are taxes. I did online research but found incomplete or confusing information about taxation in retirement. Here is my info: I'm US and also Slovakia-EU ...
One interesting discovery. My IRA was rolled over from a 401a account not 401k. A 401a account specifically is made from government employment contributions by both the employer (government) and employee.It now is a rollover account at a private ... Read More
New members of the Spain forum, introduce yourselves here - 2023 by Julien
Hi all, Newbie on the Spain forum? Don't know how to start? This thread is for you ;) We invite you to introduce yourself on this topic, to share with us your expat story if you are already living in the country, or to tell us more on your expat ...
We are moving to Asturias in Sept 2023 (death and taxes willing). We are retired living in Washington State having worked for the State of Alaska for 21 years.We will be starting the NLV process with the San Francisco Consulate next month as that ... Read More
Taxes in retirement for Americans by Erichsisol
hi there, I'm planing to retire in Spain (around Barcelona) but the main concern are taxes. I did online research but found incomplete or confusing information about taxation in retirement. Here is my info: I'm US and also Slovakia-EU ...
I have a rollover IRA from my 401k that was funded by employment with the state of Alaska. The 401k was rolled into into Vanguard when I retired.This is my largest source of retirement income.Because it was funded from work by the state are the ... Read More