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Search: Posts Made By: Anne Elliot
Showing results 1 to 25 of 53
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Forum: Moving back or to the UK
Apr 11th 2025, 2:56 am
Replies: 4
Views: 2,173
Posted By Anne Elliot

Smile Re: New FBAR filing method

I've filed my FBAR, and DH has filed his, this morning. We used the 'File Online' method and not the PDF method, which is what we usually do, and nothing was any different from last year.

This may...
Forum: USA
Apr 11th 2025, 12:15 am
Replies: 126
Views: 23,227
Posted By Anne Elliot

Re: Moving back home to escape the craziness

I'm late to the party, but just browsing this thread as I have a trip to the UK coming up.

I'm a dual citizen and I have a valid UK passport. I was thinking that I would use my UK passport to...
Forum: USA
Sep 17th 2024, 3:33 am
Replies: 54
Views: 13,278
Posted By Anne Elliot

Re: Best way to recoup tax withheld on UK pension lump sum

Absolutely! Glasgow Girl, you are a treasure. I might have got to this conclusion eventually when I'd wrapped my head around the problem. I've filed for an extension for this year's taxes for another...
Forum: USA
Sep 17th 2024, 1:00 am
Replies: 54
Views: 13,278
Posted By Anne Elliot

Re: Best way to recoup tax withheld on UK pension lump sum

I was assuming that HMRC was giving DH the correct refund and he doesn't need to complete a self-assessment. After all, we're US residents and taxpayers. (Of course, never assume...)
Forum: USA
Sep 17th 2024, 12:53 am
Replies: 54
Views: 13,278
Posted By Anne Elliot

Re: Best way to recoup tax withheld on UK pension lump sum

Thanks, Glasgow Girl.

I am familiar with form 1116 to claim the foreign tax credit paid from our mutual funds - it's not pleasant. I follow Harry Sit's advice from The Finance Buff website on how...
Forum: USA
Sep 15th 2024, 9:13 am
Replies: 54
Views: 13,278
Posted By Anne Elliot

Red face Re: Best way to recoup tax withheld on UK pension lump sum

Thank you for your comprehensive reply Glasgow Girl. It appears as if this is being taxed correctly and HMRC is correct to tax him. We are dual citizens, US residents since 1999.

Now it's for me...
Forum: USA
Sep 15th 2024, 7:28 am
Replies: 54
Views: 13,278
Posted By Anne Elliot

Re: Best way to recoup tax withheld on UK pension lump sum

I'm not sure if I should start a new thread for this as it's about the same subject in title. Here goes...

In 2019 I claimed under the US/UK tax agreement, sending the forms and my $85 to the IRS,...
Forum: USA
Dec 2nd 2021, 6:23 am
Replies: 41
Views: 6,827
Posted By Anne Elliot

Re: US/UK dual taxation treaty and pension income

Precisely, you put it better than me... thank you
Forum: USA
Dec 2nd 2021, 4:47 am
Replies: 41
Views: 6,827
Posted By Anne Elliot

Re: US/UK dual taxation treaty and pension income

I have operated under the premise that my UK 25% tax-free lump sum was taxable in the USA. I declared it as taxable income on our MFJ return in 2019. Is everyone else here doing the same? I don't...
Forum: USA
Nov 30th 2021, 10:11 am
Replies: 41
Views: 6,827
Posted By Anne Elliot

Re: US/UK dual taxation treaty and pension income

I'm not sure what you mean by this comment. I wouldn't be 'taking a deduction' for anything. I would be paying the full amount of US taxes on our foreign pension income.

Thank goodness I have...
Forum: USA
Nov 30th 2021, 8:10 am
Replies: 41
Views: 6,827
Posted By Anne Elliot

Re: US/UK dual taxation treaty and pension income

Yes, precisely. Thank you for clarifying, Durham Lad
Forum: USA
Nov 29th 2021, 11:39 am
Replies: 41
Views: 6,827
Posted By Anne Elliot

Re: US/UK dual taxation treaty and pension income

Thanks for replying Durham Lad. DH is saying that if we've paid the foreign taxes we wouldn't be giving a 'true representation' of our situation by not putting them on the return. My view and I'm...
Forum: USA
Nov 29th 2021, 8:17 am
Replies: 41
Views: 6,827
Posted By Anne Elliot

US/UK dual taxation treaty and pension income

Asking for advice from the wise heads on this board. We are both US citizens and residents, originally both British.

A couple of years ago my UK occupational pension started. I told them that I...
Forum: USA
Nov 11th 2020, 11:37 pm
Replies: 1,869
Views: 616,111
Posted By Anne Elliot

Re: UK state pension and USA social security

Thank you for the detailed explanation. I never cease to be amazed by how complicated this can all be.
Forum: USA
Nov 10th 2020, 12:55 am
Replies: 1,869
Views: 616,111
Posted By Anne Elliot

Re: UK state pension and USA social security

Just curious about this... what on earth is their rationale for paying you on a W2 and not a 1099R? Lucky for you though, it means you increase your years of coverage. :)
Forum: USA
Jun 13th 2020, 3:37 pm
Replies: 8
Views: 1,494
Posted By Anne Elliot

Re: Moving UK Pension pot from Co Scheme to draw-down

I agree with MMcD's endorsement.

It appears you were certainly in a Catch 22 situation there. One thought... what is to stop you transferring out of the new plan? Do they also insist on an IFA...
Forum: USA
Jun 13th 2020, 10:11 am
Replies: 8
Views: 1,494
Posted By Anne Elliot

Re: Moving UK Pension pot from Co Scheme to draw-down

Thank you so much for your reply, Glasgow Girl. I very much appreciate your taking the time to type all that out. If DH was able to transfer the pot out we were hoping to move it one of the low-cost...
Forum: USA
Jun 13th 2020, 5:35 am
Replies: 8
Views: 1,494
Posted By Anne Elliot

Moving UK Pension pot from Co Scheme to draw-down

I'm requesting help with DH's pension from work in the UK between 1984 and 1991. This is not a 'final-salary' type pension, but the kind where you build up a pension pot and then buy an annuity at...
Forum: USA
Nov 23rd 2019, 3:29 am
Replies: 25
Views: 5,397
Posted By Anne Elliot

Re: Being asked to pay UK taxes on UK State Pension

I actually came here to see if I have to file form 2002 and pay $85 to the IRS each year to not get taxed on my paltry UK private pension.

Thank you posters on this forum for clarifying that it...
Forum: USA
Nov 23rd 2019, 3:24 am
Replies: 25
Views: 5,397
Posted By Anne Elliot

Re: Being asked to pay UK taxes on UK State Pension

My mum gets over 220 gbp a week in state pension. I think this is because my dad paid into SERPS (State earnings related pension scheme, replaced by the state second pension in 2002).
Forum: USA
Mar 15th 2019, 11:55 am
Replies: 34
Views: 5,116
Posted By Anne Elliot

Re: Tax Filing - Exchange Rates

And as I consider this question more closely, DH and I shall have 4 private pensions plus 2 State pensions between us - do I really want to set myself up with an exchange rate tracking headache? Much...
Forum: USA
Mar 15th 2019, 6:32 am
Replies: 34
Views: 5,116
Posted By Anne Elliot

Re: Tax Filing - Exchange Rates

Thanks for your reply lansbury

'spot rate' well yes, exactly, who's going to give me that rate if I wanted to bring it over to the US?

My pension is going into a UK bank account as the provider...
Forum: USA
Mar 15th 2019, 5:58 am
Replies: 34
Views: 5,116
Posted By Anne Elliot

Re: Tax Filing - Exchange Rates

I'll pop my question onto the end of this thread.

Brit-born, now US citizen and resident. I'm used to filing FBAR (20 years) and the newer form, 8938, with my IRS taxes since FATCA came in. The...
Forum: US Immigration, Citizenship and Visas
Jan 7th 2019, 10:59 am
Replies: 34
Views: 4,679
Posted By Anne Elliot

Re: British hubby getting US Citizenship

My spouse applied for US naturalization mid-September 2017. His acceptance was around the last week of September 2017. He completed the biometrics mid-October. Then, he waited, and waited, kept...
Forum: USA
Apr 20th 2018, 7:40 am
Replies: 45
Views: 13,730
Posted By Anne Elliot

Re: Transferwise - borderless bank a/c

Sorry to revive an old thread. I am seeking forum members' experiences with Transferwise's borderless account.

I have to set up a UK bank account to enable a small UK private pension to be paid...
Showing results 1 to 25 of 53
 
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