EKT

officially filed and received NOA on 10/10🤞

Thank you for this! I’m going to look into the tax treaty and protocol more and send that info to our CPA. Did you end up declaring your Kiwisaver account on FBAR for and leaving it at that?

Oh, I forgot that the government contributions are forfeited if the account is closed. Another reason we would prefer not to do this!

Figured I would crack this thread back open since I'm visiting VJ forum again while my husband goes through the naturalization process. I lived in NZ for 13 years before we moved to the US. My husband and I both have Kiwisavers with reasonably large balances and have encountered the following issues with tax filing that really irk me: Our professional tax preparers (both Expat Tax Online who I used for years when I lived in NZ and now expat tax specialists Bright!Tax that we've used for join filing the past 2 years) told us that Kiwisaver does not meet the IRS requirements to be filed as a pension fund. Instead our Kiwisavers have been filed as foreign investment accounts meaning the returns are treated as capital gains and added as income on our 1040, even though they are locked in Kiwisaver and NOT realized gains. This wasn't an issue when the market was crappy during covid and we had no or negative returns but it has been an issue for our 2023 and 2024 returns (adding ~15k to our taxable income). We don't really want to transfer our Kiwisaver funds to the US because the exchange rate isn't great BUT we might end up doing that before the end of 2025 if we can't figure something out. Really interested to hear others' experiences and advice here! @KK_Shanks @Jacq1227 @visacats

Hi all, my husband is going to file his N-400 online today. He already completed the form and attached all evidence—we’re just going to do a final check and pay/submit tonight. He became eligible under the 3 year rule in April this year so not early filing. Looking forward to keeping in touch!

Hi, just wondering if anyone has recent experience with timeframes for IR-1 interviews at the US Consulate in Auckland. Our first NVC submission was April 30th and we resubmitted two documents on June 8th (everything else was accepted). We were hoping to hear back last week but of course NVC processing has slowed down recently. I would be very interested to hear about any recent Auckland timelines - how long after DQ an interview date was received and how far in advance the interviews in Auckland are being booked right now. The website say 30 days for non-immigrant visa interviews but I can't find any info about immigrant visas. Thanks in advance.