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Search: Posts Made By: Russet
Showing results 1 to 25 of 107
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Forum: Moving back or to the UK
Mar 17th 2024, 2:27 pm
Replies: 39
Views: 4,307
Posted By Russet

Re: tricky WEP question

I believe the maximum amount of WEP currently stands at $587/mth (based on 20 years SSI) so on this basis, if your SS was $4k it would be reduced to $3400 ish (not $3k) (likely more if you have...
Forum: USA
Mar 11th 2024, 8:43 pm
Replies: 26
Views: 1,364
Posted By Russet

Re: Car insurance

We used AIG Travel Guard Worldwide assistance for expats

https://www.travelguardworldwide.com/delete-sandbox/relocation
when we first relocated many years ago. They were very helpful in...
Forum: Moving back or to the UK
Feb 16th 2024, 10:18 am
Replies: 11
Views: 659
Posted By Russet

Re: Mobile Phone Provider question

I have an iphone 15 with dual esim with O2 as our UK provider and ATT for our US number. It works well (although retaining our US number is getting too expensive - so looking at potential porting...
Forum: Moving back or to the UK
Feb 15th 2024, 3:33 pm
Replies: 4
Views: 444
Posted By Russet

Re: UK Pension/FTC on USA tax return

Thank you - Other income was our first choice so good to hear this is the best way to go. We have a few more years before the other pensions start but it is good to hear there is a simple part to...
Forum: Moving back or to the UK
Feb 15th 2024, 3:27 pm
Replies: 4
Views: 444
Posted By Russet

Re: UK Pension/FTC on USA tax return

Thanks Durham Lad - that is exactly what we were hoping to do so the clarification is great.
Forum: Moving back or to the UK
Feb 13th 2024, 1:09 pm
Replies: 4
Views: 444
Posted By Russet

UK Pension/FTC on USA tax return

We took pension distributions from our UK Private Pensions for the first time in December 2023. The pension company withheld taxes and sent us P45s. As UK residents we need to complete HMRC SA...
Forum: Moving back or to the UK
Jan 20th 2024, 3:35 pm
Replies: 9
Views: 1,198
Posted By Russet

Re: UK-US Tax Accountant needed

When I contacted Greenback last year (and paid for a one hour consultation) they advised they do not do UK returns - only US. They also do not provide any advice on your UK tax position. This makes...
Forum: Moving back or to the UK
Dec 4th 2023, 10:31 am
Replies: 39
Views: 4,307
Posted By Russet

Re: tricky WEP question

Thanks again - yes it would seem to make sense otherwise it is double WEP! I will keep my fingers crossed for you in 18 months :)
Forum: Moving back or to the UK
Nov 29th 2023, 9:18 pm
Replies: 39
Views: 4,307
Posted By Russet

Re: tricky WEP question

Thanks Durham Lad for the detailed response as ever.
Just to clarify, and apologies it helps me to use real numbers! If your SS is for example $2k /mth and reduced by $400 WEP to $1600/mth, would...
Forum: Moving back or to the UK
Nov 27th 2023, 12:08 pm
Replies: 39
Views: 4,307
Posted By Russet

Re: tricky WEP question

There are so many factors to take into account. We have been considering the same approach but I believe with a full state pension (all from employment) and less than 20 years SS - we will be close...
Forum: Moving back or to the UK
Jun 5th 2023, 2:35 pm
Replies: 7
Views: 789
Posted By Russet

Re: US mobile phone, dual SIM and primary phone#

I am using iphone with dual esim. I am in the UK so the UK sim is set as primary (Under settings/mobile data) . My mobile data and voice line is also set to my UK number as primary. My US number...
Forum: USA
Mar 2nd 2023, 4:44 pm
Replies: 17
Views: 1,636
Posted By Russet

Re: Dual taxation treaty

We will be filing our US return before April 15th. The UK return will follow some months later (once we work out the credits) but will be between April and the end of the year. As I said , we...
Forum: USA
Mar 1st 2023, 10:00 am
Replies: 17
Views: 1,636
Posted By Russet

Re: Dual taxation treaty

It sounds as though you are in a similar position to us. We have gone around in circles as to which way around to approach ours for our transition year. After much research and discussions with our...
Forum: Moving back or to the UK
Feb 26th 2023, 2:27 pm
Replies: 15
Views: 1,350
Posted By Russet

Re: USA State taxes

Hi Countrygirl I am sorry I can't help any further with the link - I found it with the plan of discussing it with our UK accountant. I will post an update if I find anymore information on the state...
Forum: Moving back or to the UK
Feb 25th 2023, 9:58 am
Replies: 15
Views: 1,350
Posted By Russet

Re: USA State taxes

Buried in the HMRC Internal Manuals - I did find this information on the US taxes that are admissible for UK credit.

https://www.gov.uk/hmrc-internal-manuals/double-taxation-relief/dt19851

I...
Forum: Moving back or to the UK
Jan 31st 2023, 8:47 am
Replies: 14
Views: 1,387
Posted By Russet

Re: US esim in UK for code verification on US banks

Thank you - when i researched previously Google Voice looked a good option but it looks as though I will be in a similar position to you looking for the cheapest USA esim for my unlocked phone. As...
Forum: Moving back or to the UK
Jan 29th 2023, 10:34 am
Replies: 14
Views: 1,387
Posted By Russet

Re: US esim in UK for code verification on US banks

Since our return I have been using 2 phones, one with my US number and the other with my UK one.

On our recent trip back to USA I purchased a dual sim iphone and linked it to to my US number with...
Forum: USA
Oct 4th 2022, 1:13 pm
Replies: 21
Views: 1,809
Posted By Russet

Re: Missing vaccines for school

We moved to CT in 2011 - Glastonbury School district. They were strict with vaccine requirements. I thought we had everything covered, had an appointment with paediatrician when we moved in and...
Forum: Moving back or to the UK
Sep 24th 2022, 5:31 pm
Replies: 8
Views: 1,506
Posted By Russet

Re: Moving back to UK - removal company recommendations

We used Schumacher (based in NJ) earlier this year from CT to Buckinghamshire. Price was competitive and we were very pleased with the service on the US side. They assisted with all the paperwork,...
Forum: Moving back or to the UK
Sep 23rd 2022, 12:01 pm
Replies: 11
Views: 2,407
Posted By Russet

Re: Moving back in the UK - Financials

Thank for clarifying my statement durham_lad - yes, our US individual listed stocks were all fine, it was the US mutual funds in taxable accounts that I was referring to.
Forum: Moving back or to the UK
Sep 22nd 2022, 2:54 pm
Replies: 11
Views: 2,407
Posted By Russet

Re: Moving back in the UK - Financials

I worked on the HMRC spreadsheet (it is very large) on the basis that if my US stocks were not listed (using ctrl find) then they are not HMRC reportable funds and would therefore not be favourably...
Forum: Moving back or to the UK
Aug 15th 2022, 12:32 pm
Replies: 5
Views: 1,049
Posted By Russet

Re: UK and USA tax filing as UK resident

Thank you for your help durham_lad. Do you have any hints on the types of information I need to gather and record for each transaction in the spreadsheet?
Forum: Moving back or to the UK
Aug 7th 2022, 2:32 pm
Replies: 5
Views: 1,049
Posted By Russet

UK and USA tax filing as UK resident

The process of submitting tax returns to two different countries with different tax years and currencies is daunting and I know the first year is going to be the most challenging. We are joint UK/US...
Forum: Moving back or to the UK
Jun 23rd 2022, 9:42 am
Replies: 17
Views: 1,376
Posted By Russet

Re: Back in the UK - but only temporarily! Tax question

It is my understanding that you can only contribute to your retirement plans (IRA,401k - assume 403b is same) to the extent of your earned US income in that US tax year. So for 2022, if you wanted...
Showing results 1 to 25 of 107
 
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