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Forum: Moving back or to the UK

Sep 2nd 2016, 8:11 pm

Replies: 18

US IRA withdrawal: 30% wht despite filing W-8BEN

Views: 2,816

Posted By J.JsOH

Re: US IRA withdrawal: 30% wht despite filing W-8BEN

Congrats.
As Nun said, 30% wht is default position and it seems the provider just hopes the client goes away so that the provider doesn't have to make any effort.

That attitude isn't limited to...

Forum: Moving back or to the UK

Aug 16th 2016, 6:50 pm

Replies: 18

US IRA withdrawal: 30% wht despite filing W-8BEN

Views: 2,816

Posted By J.JsOH

Re: US IRA withdrawal: 30% wht despite filing W-8BEN

garfro, no, we suffered no loss of US SS benefits as a consequence of renouncing USC.

Forum: Moving back or to the UK

Aug 2nd 2016, 7:01 pm

Replies: 18

US IRA withdrawal: 30% wht despite filing W-8BEN

Views: 2,816

Posted By J.JsOH

Re: US IRA withdrawal: 30% wht despite filing W-8BEN

Hi pharmar9, I did a DIY renounce, after much study, practice with the forms and the clarity that I would have relative simplicity of not being a covered US expat. Most supporting information and...

Forum: Moving back or to the UK

Aug 2nd 2016, 9:18 am

Replies: 18

US IRA withdrawal: 30% wht despite filing W-8BEN

Views: 2,816

Posted By J.JsOH

Re: US IRA withdrawal: 30% wht despite filing W-8BEN

To the OP original question, I had the similar situation, a partial withdrawal from a 401(k).
The eventual result was that I was able to convince the account custodian that a 30% tax withholding was...

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