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  • Jorge A. Jorge
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    Dear Vinicius,
    Congratulations on your initiative to help people like those above.
    My case is as follows:
    I was transferred abroad 25 years ago and am now retired, living in the USA (citizen), having lived in several other places.
    I have notified the INSS of my non-resident status and as a result I have a deduction at source of 25% from my pension (by law), as does my wife.
    During this time, I never converted my Itaú and CEF accounts (I never knew I needed to) and continued with my investments at Itaú.
    What is the recommended procedure to regularize this situation?

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Hi, I'm Vinicius Tersi, a specialist in international tax law.

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