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Forum: USA

Jan 27th 2020, 8:09 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

Lansbury - I agree. Perhaps they would have given me an explanation had I been rejected.
Reply from the IRS simply stated the following:
Refund due: $xx,xxx.xx
We made the changes you requested to...

Forum: USA

Jan 27th 2020, 6:10 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

I wish to share a SUCCESS STORY with everyone. I also wish to apologize for not responding to a few private e-mails as I just signed into this forum just now after several years.
In 2016, I was a...

Forum: USA

Mar 5th 2018, 10:40 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

I also have a few questions for the Expat group based on the following:
1) My 2016 US taxes included 2 UK company pension lump sums (25% each) and I considered not submitting based on the US/UK Tax...

Forum: USA

Mar 27th 2017, 10:58 am

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

The US Tax attorney response to me on this matter is given as follows:

Treaty law is not an easy endeavor, even for international tax attorneys that have no formal education in treaty law.� The...

Forum: USA

Mar 27th 2017, 10:58 am

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

The US Tax attorney response to me on this matter is given as follows:

Treaty law is not an easy endeavor, even for international tax attorneys that have no formal education in treaty law.� The...

Forum: USA

Mar 26th 2017, 11:20 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

Nun
I think that there's a reasonable argument to me made since the US definition of a lump sum does not represent the UK 25% partial distribution.
A US tax attorney has already told me NOT to pay...

Forum: USA

Mar 26th 2017, 10:34 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

Thank you
Let's assume (for this discussion) that the IRS accepts that the UK 25% "Lump Sum" is a partial distribution.
Would this UK tax-free partial distribution still be taxed by the IRS under...

Forum: USA

Mar 26th 2017, 7:52 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

Lump sums are covered under Article 17, 2 and the Savings Clause overrides this - thus you will pay US taxes
But the UK/US Treaty does not provide a definition for Lump Sums.
The IRS definition...

Forum: USA

Mar 26th 2017, 5:39 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

Re: UK Pensions related to UK/US Tax Treaty

Thank you for your quick response but the thread you gave related to UK State Pension and I know that I will need to pay US taxes on this pension which I have just recently claimed in March 2017 and...

Forum: USA

Mar 26th 2017, 4:35 pm

Replies: 112

Views: 64,254

Posted By Glasgow Kid

UK Pensions related to UK/US Tax Treaty

Hello All,
I just joined the Expats today and I need some help.
I am very confident that someone will know the answers to my question.

I am a 66 yrs old male and permanent resident of the US...

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