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Search: Posts Made By: clapjam
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Forum: Moving back or to the UK
Jul 6th 2024, 8:38 am
Replies: 7
Views: 1,145
Posted By clapjam

Re: Wise issues.

Thanks everyone for the responses,
I'm not sure what's going on. Thinking of setting up a Wise bank account so that I can transfer money there, convert $ to £ myself and then send it to my account...
Forum: Moving back or to the UK
Jul 5th 2024, 11:20 pm
Replies: 7
Views: 1,145
Posted By clapjam

Wise issues.

Hi, I moved back to the UK from Massachusetts six years ago. I have a US pension and use Wise to transfer it to my UK bank every month. For a while the transfers would go through in a couple of...
Forum: Moving back or to the UK
Dec 9th 2018, 10:38 pm
Replies: 0
Views: 791
Posted By clapjam

Dual Status return and tax on pensions

Dear All,

I am so grateful for this incredible site. I have found so much helpful and insightful information from contributions over the years. So, many many thanks and appreciation to everyone...
Forum: Moving back or to the UK
Aug 5th 2017, 12:11 am
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Yes, thank-you, I have seen that.

I am registered for Phil's email letter each fortnight. The last two have been very helpful.

Good luck with your expatriation. We seem to be on almost the same...
Forum: Moving back or to the UK
May 8th 2017, 10:38 am
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Yes, "the portion" are likely critical words, and someone else told me that your interpretation (i.e. value from becoming US resident until expatriation) applied to calculating net worth.
...
Forum: Moving back or to the UK
May 8th 2017, 8:35 am
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Hi theOAP,

It's stated on page 6 of the 8854 instructions https://www.irs.gov/pub/irs-pdf/i8854.pdf

"Note. A deferred compensation item does not include the portion of an item
that is...
Forum: Moving back or to the UK
May 8th 2017, 7:09 am
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Dear theOAP,

Thanks for your response. It is very helpful to hear your concerns and warnings.

If there is a chance of being classified as a ‘covered expatriate’, then I will probably go...
Forum: Moving back or to the UK
May 8th 2017, 12:12 am
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Dear Nun or anyone else,

Many thanks for answering my previous questions, a fantastic help. I have another question which I have been unable to get a clear answer on. However, I suspect from...
Forum: Moving back or to the UK
Apr 28th 2017, 2:20 am
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Hi Nun,

many thanks for posting this lump sum calculator. I have been trying it out. It gives values that are quite a bit lower compared to other annuity calculators or those that simply add up...
Forum: Moving back or to the UK
Apr 20th 2017, 12:03 pm
Replies: 14
Views: 4,787
Posted By clapjam

Re: networth for expatriation 8854

Thanks Nun,

that's really helpful
Forum: Moving back or to the UK
Apr 19th 2017, 7:28 am
Replies: 14
Views: 4,787
Posted By clapjam

networth for expatriation 8854

Dear All,

I have lived in the US since 2001 and been a green card holder since 2005. Next year, I want to expatriate when I retire and move back to the UK.

Does anyone have experience in...
Forum: Moving back or to the UK
Oct 16th 2016, 11:16 pm
Replies: 6
Views: 1,184
Posted By clapjam

Re: US social security-windfall

Thanks Everyone for the very clear replies. We now understand much better the purpose of Windfall.

Thanks again,

clapjam
Forum: Moving back or to the UK
Oct 16th 2016, 3:07 am
Replies: 6
Views: 1,184
Posted By clapjam

US social security-windfall

Hi,

My wife and myself have lived in the US for nearly 16 years. My wife has paid into social security for 15 years and will qualify for a SS pension. She is currently 61.

We are both also...
Forum: Moving back or to the UK
Feb 7th 2016, 5:46 am
Replies: 7
Views: 1,208
Posted By clapjam

Re: what to with US pensions when we move back to UK

Thanks again for the answers. This is incredibly helpful and I appreciate it very much.

All the very best for now,

Clapjam
Forum: Moving back or to the UK
Feb 4th 2016, 11:44 pm
Replies: 7
Views: 1,208
Posted By clapjam

Re: what to with US pensions when we move back to UK

Many many thanks for the replies. They're all very reassuring.

I have one more question. As I mentioned, we will be getting US pensions.

Should we have them paid directly into a UK sterling...
Forum: Moving back or to the UK
Feb 4th 2016, 6:26 am
Replies: 7
Views: 1,208
Posted By clapjam

what to with US pensions when we move back to UK

I will move with my wife back to the UK in 2018, when I retire. We have been in the US for 15 years.

When we move back, we will have US pensions. We want to retain a US bank account so that our...
Showing results 1 to 16 of 16


 
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