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Search: Posts Made By: Glasgow Girl
Showing results 1 to 25 of 1000
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Forum: USA
May 24th 2026, 12:41 am
Replies: 7
Views: 581
Posted By Glasgow Girl

Re: Transferring Annuity

Yes. Many companies will not open an account for a non resident (even if they support existing non resident account holders). You would need to contact whichever ones you were interested in to...
Forum: USA
May 22nd 2026, 11:48 am
Replies: 7
Views: 581
Posted By Glasgow Girl

Re: Transferring Annuity

I believe that a 1035 exchange is available to non residents without restriction so a transfer from a US provider to a US provider, should present no issues other than a new provider not wanting to...
Forum: USA
May 21st 2026, 12:10 pm
Replies: 7
Views: 581
Posted By Glasgow Girl

Re: Transferring Annuity

Too few details here. If trying to transfer an existing UK tax deferred annuity to the US that is not possible. If transferring an existing UK annuity to another in the UK that will be dependent upon...
Forum: US Immigration, Citizenship and Visas
Apr 29th 2026, 10:00 am
Replies: 5
Views: 1,090
Posted By Glasgow Girl

Re: Renouncing US citizenship

In general, the exit tax will apply to the aggregate value all unrealized capital gains (including your personal residence) above the current exclusion amount of $910,000. IRAs and 401Ks will be...
Forum: USA
Apr 28th 2026, 11:16 am
Replies: 1
Views: 797
Posted By Glasgow Girl

Re: UFPLS

Withdrawing the UK 25% tax free lump sum under UFPLS as multiple payments made over more than one tax year could support the argument that those payments are not a lump sum but does not make it so by...
Forum: USA
Apr 16th 2026, 2:33 pm
Replies: 3
Views: 465
Posted By Glasgow Girl

Re: Conflicting Info DIISRP or SDOP

Oops, I got a little mixed up on my facts in my first post. It’s been a while since I dealt with this. Anyway, both SDOP and DIISRP are for non willful situations. SDOP is applicable when there is...
Forum: USA
Apr 16th 2026, 1:01 pm
Replies: 3
Views: 465
Posted By Glasgow Girl

Re: Conflicting Info DIISRP or SDOP

Can’t help with a professional, but to the best of my knowledge if the investment is directly in a foreign private company and not held in some kind of brokerage account then it does not need to be...
Forum: USA
Mar 22nd 2026, 3:28 am
Replies: 18
Views: 2,685
Posted By Glasgow Girl

Re: IRS Annual Average Exchange Rate

Yes, you should report both accounts. The FBAR is reporting only, and will be automatically filed without anyone ever looking at it unless you are a person of interest to the IRS for other reasons in...
Forum: USA
Mar 21st 2026, 11:45 am
Replies: 3
Views: 1,415
Posted By Glasgow Girl

Re: Advice- proceeds of inherited UK house (split with other UK family members)

The short answer is that in both countries your half of the sale with be treated independently from your siblings children’s half of the sale. Think of it as two separate house sales. There is...
Forum: USA
Mar 18th 2026, 5:01 am
Replies: 5
Views: 1,134
Posted By Glasgow Girl

Re: Any families split time "transatlanticly"?

Likely need to consider healthcare whilst in the UK. Your health plan may or may not cover that, but I don’t think the NHS will if you are not a permanent UK resident. Tax wise it could get very...
Forum: USA
Mar 5th 2026, 8:12 am
Replies: 6
Views: 1,077
Posted By Glasgow Girl

Re: SIPP / IRS question

There is zero evidence of anyone ever being penalized for not filing a 3520 for a SIPP. If it was an issue it would be well publicized by both the IRS and those international tax preparers that love...
Forum: USA
Feb 24th 2026, 2:14 pm
Replies: 122
Views: 33,538
Posted By Glasgow Girl

Re: UK Pension taxation for US Resident

Several issues here:


You need to apply for an NT code for each of your private pensions. It is not a blanket code applied to all income streams.
As soon as you get an NT code for any one of...
Forum: USA
Feb 13th 2026, 1:05 pm
Replies: 9
Views: 958
Posted By Glasgow Girl

Re: How do I report foreign income on US taxes?

To qualify as a tax free cost basis the income used to fund a foreign pension must have been declared to the IRS and the appropriate IRS tax paid. Therefore only contributions made by those who were...
Forum: USA
Feb 12th 2026, 3:23 am
Replies: 9
Views: 958
Posted By Glasgow Girl

Re: How do I report foreign income on US taxes?

+1. The correct way to report is under pensions and annuities and to create a substitute 1099-R (easy to do in turbo tax) but plenty of people declare as other income with no issues. So long as...
Forum: USA
Feb 11th 2026, 3:56 am
Replies: 10
Views: 1,126
Posted By Glasgow Girl

Re: 1st Tax Return - pensions?

For a defined benefit pension plan you must declare it on Form 8938 (if you meet the thresholds for that form) but can put down $0 value if you have no knowledge of an equivalent cash value. If you...
Forum: USA
Feb 6th 2026, 4:33 am
Replies: 7
Views: 3,510
Posted By Glasgow Girl

Re: FBAR and 8938 - Amendment Needed for Missing Account?

I put my foreign pensions on lines 29-35, leave the GIN number blank and check corporation for the type of foreign entity (even though one is a SIPP and technically a trust). None of the options are...
Forum: USA
Jan 29th 2026, 3:44 am
Replies: 20
Views: 3,670
Posted By Glasgow Girl

Re: UK Engineer looking to relocate to the US?

Vacation/holiday is significantly less than the UK. It is typical to start with 2 or 3 weeks annual entitlement and go up very slowly from there. Some companies offer more but that is typically only...
Forum: USA
Jan 27th 2026, 7:36 am
Replies: 18
Views: 1,912
Posted By Glasgow Girl

Re: uk to NJ

Any investment that is not cash, bonds or individual shares will be taxed prohibitively, much more than regular capital gains tax, and likely require onerous additional reporting to the IRS and...
Forum: USA
Dec 11th 2025, 9:04 pm
Replies: 40
Views: 7,421
Posted By Glasgow Girl

Re: No more class II NICs for those living abroad

That is correct. Note that if backfilling any NI years ending on or before 5 April 2026, then Class 2 rates will still be applied if meeting the eligibility criteria applicable in those years, even...
Forum: USA
Dec 6th 2025, 4:13 am
Replies: 40
Views: 7,421
Posted By Glasgow Girl

Re: No more class II NICs for those living abroad

The ROI is exactly the same.

One years of NI contributions buys you 1/35th of the maximum state pension for every year you collect regardless if you are still building up to the 35 years required...
Forum: USA
Dec 5th 2025, 3:31 am
Replies: 40
Views: 7,421
Posted By Glasgow Girl

Re: No more class II NICs for those living abroad

Likely they will send a letter in April of next year, give or take a month or two, outlining options which can only be to continue with Class 3 or stop contributions. If you take no action I am sure...
Forum: USA
Nov 27th 2025, 5:29 am
Replies: 40
Views: 7,421
Posted By Glasgow Girl

Re: No more class II NICs for those living abroad

The new rules making overseas residents ineligible for voluntary Class 2 NI contributions take effect on 6 April 2026; as do the rules that require 10 years continuous UK residency or 10 prior years...
Forum: USA
Nov 26th 2025, 4:07 am
Replies: 40
Views: 7,421
Posted By Glasgow Girl

Re: No more class II NICs for those living abroad

Still well worthwhile to contribute as many years as you can at Class 3 rates. At today’s rates, a years worth of Class 3 voluntary contributions will cost about £923 per annum but will net you ...
Forum: USA
Nov 26th 2025, 2:07 am
Replies: 40
Views: 7,421
Posted By Glasgow Girl

Re: No more class II NICs for those living abroad

An initial look see, indicates that voluntary Class 2 will no longer be available for overseas residents, but Class 3 will remain. The Class 2 deal was always too good to be true and I am personally...
Forum: USA
Nov 5th 2025, 12:25 pm
Replies: 11
Views: 1,901
Posted By Glasgow Girl

Re: UK Passport Renewal - Issue with Photos

I had to have my husband take about 25 or so with my iPhone before getting one approved. Make sure you have excellent lighting, strong daylight or white overhead lighting, and a plain white wall as...
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