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Search: Posts Made By: CarefulTaxpayer
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Forum: USA
Apr 17th 2026, 6:59 am
Replies: 23
Views: 15,864
Posted By CarefulTaxpayer

Re: Form 8802/6166

Quick update: I mailed one of my 6166 original forms and the US 2002 Form to HMRC. While it was in transit my HMRC online account showed that something had arrived, presumably a 6166 from the IRS.
...
Forum: USA
Apr 7th 2026, 8:13 am
Replies: 23
Views: 15,864
Posted By CarefulTaxpayer

Re: Form 8802/6166

The TL;DR of this post is that HMRC told me on the 'phone today that they'd accept an original (not copied) Form 6166 and UK-US Individual 2002 directly from me, i.e. not via the IRS. More detail...
Forum: USA
Dec 16th 2016, 5:45 am
Replies: 21
Views: 2,180
Posted By CarefulTaxpayer

Re: N-400 Detained - Driving history

IMHO, honesty is the most important thing. I had two or three tickets before I naturalized, listed them, no issues. When I applied for Global Entry, at the interview, the officer asked me if I had...
Forum: USA
May 22nd 2016, 9:37 am
Replies: 18
Views: 2,640
Posted By CarefulTaxpayer

Re: US resident, UK beneficiaries?

Probably, hence the need to consult a specialist.
Forum: USA
May 22nd 2016, 4:22 am
Replies: 18
Views: 2,640
Posted By CarefulTaxpayer

Re: US resident, UK beneficiaries?

One potential way to deal with this is by setting up a revocable trust. I know that "trust" is potentially a word laden with implications, but a revocable trust is a private and efficient way to deal...
Forum: USA
Dec 6th 2015, 4:50 am
Replies: 23
Views: 2,484
Posted By CarefulTaxpayer

Re: CBP / GOES interview for Global Entry tomorrow

That doesn't surprise me. I was probably in the first few thousand applicants, and the process would inevitably become more streamlined.
Forum: USA
Dec 6th 2015, 2:51 am
Replies: 23
Views: 2,484
Posted By CarefulTaxpayer

Re: CBP / GOES interview for Global Entry tomorrow

I was in the very first batch of applicants, so it may have changed since then. However, I have only one important hint: be 100% truthful and candid, even overly candid. It's NOT a high stress...
Forum: USA
Jun 10th 2015, 8:15 am
Replies: 28
Views: 2,308
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

Let me think about it.


....thinking.....


No. :-)
Forum: USA
Jun 10th 2015, 8:08 am
Replies: 28
Views: 2,308
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

Well, yes, it's 10,000 square feet. My subdivision is about 18 McMansions in the 7,000 to 13,000 range.

It was s-o-o-o cheap that I couldn't resist. I came from a 7,000 square foot house in the...
Forum: USA
Jun 9th 2015, 3:22 am
Replies: 28
Views: 2,308
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

Apex is not a throbbing metropolis. It, Cary and the other towns around the Triangle are essentially subdivisions and strip malls. Said malls have everything you can imagine: an Algerian church next...
Forum: USA
Jun 5th 2015, 2:54 am
Replies: 28
Views: 2,308
Posted By CarefulTaxpayer

Re: Anyone in the Raleigh area?

I moved to Cary at the end of 2011, after 20+ years in the San Francisco Bay Area. I agree with rbackhouse's comments. House pricing is, to me, ridiculously low in the entire...
Forum: USA
Sep 29th 2014, 12:17 pm
Replies: 340
Views: 113,242
Posted By CarefulTaxpayer

Re: IRS & "Tax-Free" UK pension lump sums

While this is a PLR, and from 2011, and so cannot be relied upon in the general case, it's pretty explicit that a rollover from one UK pension to another UK pension is not a taxable event for a US...
Showing results 1 to 12 of 12


 
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