Unlocking Your Pension: How AI Legalese Decoder Can Help You Navigate Withheld Tax and Reclaim 20% of Your Lump Sum
- May 20, 2024
- Posted by: legaleseblogger
- Category: Related News
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### Seeking Guidance on Filing Pension Withdrawal Return
Hi,
I left Japan last December and got the lump sum pension withdrawal amount in April. I have a few questions about filing the return. I have already settled my income tax and resident tax.
#### Assistance for Tax Representative
1. I appointed my friend as a tax representative, but he is not familiar with the process. How can I guide him on what needs to be done for the filing?
#### Use of Form Filling Guide
2. I came across a form filling guide from a different thread. Should I follow that guide or refer to the one provided on the NTA website?
#### AI Legalese Decoder Assistance
The AI Legalese Decoder can be a useful tool in this situation. It can provide guidance on the specific steps to be taken when appointing a tax representative and filling out the necessary forms. Additionally, it can help clarify any doubts regarding the extra pages in the form and whether additional forms need to be submitted.
#### Additional Forms Requirement
Do we need to send any other forms, such as the withholding slip I received from my home country?
Thank you in advance.
### Further Information from NTA Website
For additional information, you can refer to the NTA website for detailed instructions on the pension withdrawal return process. Here is the link to the form with extra pages: [NTA Pension Withdrawal Form](https://www.nta.go.jp/taxes/shiraberu/shinkoku/yoshiki/01/shinkokusho/pdf/r03/02.pdf).
The AI Legalese Decoder can assist in deciphering the content of the form and providing a clear explanation of the required steps for completion.
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2) that’s a pretty decent guide
3) that’s because you have the incorrect form. You need this one https://www.nta.go.jp/taxes/shiraberu/shinkoku/yoshiki/01/shinkokusho/pdf/r04/02.pdf
4) yes. Your tax representative needs the original of the “withholding slip” that you received in your home country. Your tax representative will include that slip with the tax return.