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Search: Posts Made By: reltub
Showing results 1 to 25 of 45
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Forum: USA
Feb 13th 2026, 2:14 am
Replies: 10
Views: 1,126
Posted By reltub

Re: 1st Tax Return - pensions?

Thanks.... strange that the IRS don't pick up on a fake TIN :-)
Forum: USA
Feb 12th 2026, 5:16 am
Replies: 10
Views: 1,126
Posted By reltub

Re: 1st Tax Return - pensions?

To report a UK pension income (my first year) and using TurboTax, do I create a 1099R, and if so what Payers TIN do I use for overseas payers?
Forum: USA
Feb 3rd 2026, 4:28 am
Replies: 23
Views: 15,738
Posted By reltub

Re: Form 8802/6166

I mailed the initial form in early Oct but that was during the shutdown with the response from the IRS dated Nov 8th and I got the letter from HMRC in late December. Hope that helps
Forum: USA
Nov 17th 2025, 3:21 am
Replies: 23
Views: 15,738
Posted By reltub

Re: Form 8802/6166

Just an updatethat despite the Govt shutdown I received a letter dated Nov 8th indicating that my form 8802 had been approved and been mailed to the HMRC - hopefully with the DT 2002. Now I wait on...
Forum: USA
Oct 8th 2025, 9:57 am
Replies: 23
Views: 15,738
Posted By reltub

Re: Form 8802/6166

Many Thanks Glasgow Girl,
With the current Govt shutdown I don't imagine that they will be processing these at present but I will take your advice to pay by check rather than electronically.so i can...
Forum: USA
Oct 8th 2025, 7:55 am
Replies: 23
Views: 15,738
Posted By reltub

Re: Form 8802/6166

I file my US taxes jointly with my US spouse who has no UK (or other overseas income). When I submit my Form 8802, is the payment to the IRS as an individual ( $85) or the higher $ 185 applicable to...
Forum: USA
Sep 24th 2025, 10:13 am
Replies: 23
Views: 15,738
Posted By reltub

Re: Form 8802/6166

The HMRC Application for Relief at Source form asks for the "payers reference" . Where would I find this for pensions which have just started (therefore no P60 from last year)? Thanks
Forum: USA
Sep 9th 2025, 4:42 am
Replies: 5
Views: 5,321
Posted By reltub

Re: Confused by SI 2002 8802 Process

If I am not yet eligible for the UK State pension, but have a small private pension making monthly payments am I correct in understanding that if I apply for tax relief at source now ($185) , and...
Forum: USA
Jul 21st 2025, 11:33 pm
Replies: 14
Views: 9,865
Posted By reltub

Re: UK SIPP which accepts US residents (ideally not an international SIPP)

Thanks Glasgow Girl... that makes perfect sense!
Forum: USA
Jul 21st 2025, 11:06 am
Replies: 14
Views: 9,865
Posted By reltub

Re: UK SIPP which accepts US residents (ideally not an international SIPP)

One question I cant find an answer to is whether UK private pensions are subject to IRS Required Minimum Distributions (RMD) rules - I don't think so but have not seen anyone mention it? I think it...
Forum: USA
Jul 18th 2025, 10:32 am
Replies: 14
Views: 9,865
Posted By reltub

Re: UK SIPP which accepts US residents (ideally not an international SIPP)

Thank you Mid Atlantic... I was going to investigate MyExpatSipp which you had suggested to see if that will work. As they are over the 30k pound thresholds, there is also the question as to whether...
Forum: USA
Jul 18th 2025, 7:33 am
Replies: 14
Views: 9,865
Posted By reltub

Re: UK SIPP which accepts US residents (ideally not an international SIPP)

Can I check my understanding that if I transfer funds from 3 private UK pensions into a single international SIPP, there will be no immediate tax implications in the US (or the UK)? I will need to...
Forum: USA
May 23rd 2025, 2:13 am
Replies: 54
Views: 13,295
Posted By reltub

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

Thank you Glasgow Girl and Leuler for the input. I think I will go with the Self Assessment (SA100) and the SA109 form - although its disappointing that it has to be mailed rather than submitted...
Forum: USA
May 22nd 2025, 2:43 am
Replies: 54
Views: 13,295
Posted By reltub

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

Having read the various scenarios I am not sure which applies to me. I took a small sum out of my private pension last year and tax was withheld by the UK IRS (as I had previously taken the tax free...
Forum: USA
Feb 16th 2025, 1:24 am
Replies: 114
Views: 29,065
Posted By reltub

Re: UK State Pension and US tax return

Can I check whether the declaration to the IRS of a UK pension payment is when it is made, or the year the funds are transferred to the US?
Thanks
Forum: USA
Jul 13th 2024, 5:35 am
Replies: 1,097
Views: 413,080
Posted By reltub

Re: Class 2 NI. What about us poor expats paying voluntary contributions?

Thanks Pulaski and MidAtlantic - I have completed the form online and will wait to see the outcome.
Forum: USA
Jul 9th 2024, 11:29 am
Replies: 1,097
Views: 413,080
Posted By reltub

Re: Class 2 NI. What about us poor expats paying voluntary contributions?

Can someone advise whether I should be eligible to pay Class 2 NI contributions rather than the class 3 that the NI folks offered me?

"To pay Class 2 or Class 3 voluntary contributions you must...
Forum: USA
Feb 7th 2024, 7:00 am
Replies: 1,097
Views: 413,080
Posted By reltub

Re: Class 2 NI. What about us poor expats paying voluntary contributions?

Can someone help me understand the NI contributions to pension calculation? I am showing as having made 30 years of full pension contributions, but the projected pension is less than 30/35 of the max...
Forum: USA
Sep 5th 2021, 12:55 pm
Replies: 25
Views: 3,011
Posted By reltub

Re: Women and Pensions plus government gateway

On the subject of state pensions for widows can someone confirm that my American spouse will not be entitled to any part of my UK state pension if I die first? I am asking in the context of deciding...
Forum: USA
Mar 18th 2021, 7:34 am
Replies: 70
Views: 18,527
Posted By reltub

Re: WEP question for Social Security

Just so I am clear, are company pension schemes (Defined Benefit / Final Salary) and Private Pensions considered for WEP, or just the UK State pension. i,e. if I defer my UK state pension until I am...
Forum: USA
Mar 1st 2021, 2:59 am
Replies: 47
Views: 14,817
Posted By reltub

Re: UK Final salary pension transfer

Otto, is there a way to identify UK FCA registered advisers, with DB permissions and also an SEC license? Information on that seems scarce.
Forum: USA
Feb 11th 2021, 6:13 am
Replies: 47
Views: 14,817
Posted By reltub

Re: UK Final salary pension transfer

What is the tax position here in the US for a transfer of a defined contribution scheme into a SIPP (and left in the UK) ? I see that both California1967 and Mid Atlantic have undertaken this so...
Forum: USA
Jan 17th 2021, 3:14 pm
Replies: 4
Views: 2,130
Posted By reltub

Refund on US Tax paid on tax free uk pension lump sum?

I realize that there has been a lot on this topic already, but I didn't see anything about this specific question.

Back in 2018 I took the 25% of my private pension as a tax free lump sum in the...
Forum: USA
Mar 29th 2019, 9:19 am
Replies: 29
Views: 4,900
Posted By reltub

Re: US Tax Question

Cook County - sorry i overlooked this yesterday but thanks for the inout on this. Apparently Mr Trump's simplify thetax return so its the size of a postcard isn't quite ready for primetime yet:-).
Forum: USA
Mar 28th 2019, 10:06 am
Replies: 29
Views: 4,900
Posted By reltub

Re: US Tax Question

Yes - US resident throughout 2018
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