Ask Larry

Can I Collect A Widows Benefit From Both Social Security and the Israeli Pension System?

Hi Larry,

My son and I currently receive Survivor/child benefits from SS. lately, I have known that we also qualify for widow/child pensions in Israel too, since my late husband had full-time jobs at both CA and Israel.
Before I can file for the pension in Israel, I need to know if receiving that pension would reduce our SS Survivor/child benefits and how would I file it in my Taxes?? My son and I are both US citizens and live in CA.
Thank you so much.
Tara Damos

Dear Tara,

You will be able to collect both widows pensions. I believe you'll need to report your Israeli income on your U.S. tax return, but if you pay taxes on it in Israel, you will, I believe, qualify for the foreign tax credit. Check with your accountant on this.

best, Larry

Posted: 
Sep 3 2016 - 11:45pm
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