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Search: Posts Made By: pharmer9
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Forum: Moving back or to the UK
Sep 2nd 2016, 6:25 am
Replies: 18
Views: 2,816
Posted By pharmer9

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

I won! My financial provider has finally agreed that they do NOT need to make withholding on my IRA distributions. :-)
Forum: Moving back or to the UK
Aug 15th 2016, 12:28 pm
Replies: 18
Views: 2,816
Posted By pharmer9

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

US Soc Sec should be independent of your citizenship/residency. I "renounced" (officially) my green card but after a simple application process I am pulling a useful little soc sec pension based on...
Forum: Moving back or to the UK
Aug 2nd 2016, 1:55 pm
Replies: 18
Views: 2,816
Posted By pharmer9

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

Thanks John - I can see I need to persist with the W-8BEN
And good idea to draw attention to the lump sum rule.
By the way, I see you renounced USC. Did you have professional help with that or did...
Forum: Moving back or to the UK
Aug 1st 2016, 8:43 am
Replies: 18
Views: 2,816
Posted By pharmer9

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

Thanks Aoi, some clear thinking there!

pharmer9
Forum: Moving back or to the UK
Jul 29th 2016, 9:50 am
Replies: 18
Views: 2,816
Posted By pharmer9

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

Yes, I am tackling Morgan Stanley on this, quoting various bits of evidence. There is more to distribute so I am motivated to eliminate that 30%
Forum: Moving back or to the UK
Jul 29th 2016, 8:28 am
Replies: 18
Views: 2,816
Posted By pharmer9

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

Thanks Vadio -
The distribution was of $25,000, so even though some tax could be due in the US, I think it would be less than 15% overall - better than 30%!
I shall keep this on my list of...
Forum: Moving back or to the UK
Jul 28th 2016, 7:37 pm
Replies: 18
Views: 2,816
Posted By pharmer9

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

Hello,

Maybe someone out there has something helpful to contribute to my dilemma.

A UK citizen, I built up an IRA while working in the US in the 1980s. Now 65, I have started to draw down on...
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