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Search: Posts Made By: dee98
Showing results 1 to 25 of 106
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Forum: USA
Oct 23rd 2019, 1:19 pm
Replies: 6
Views: 1,036
Posted By dee98

Re: UK Employer changes pension provider / US taxes

You are right its just an administrative change, I will update and keep it straight forward as you mentioned and note it on my FBAR's and also on the 8938 whenever I meet those filing thresholds.
...
Forum: USA
Oct 23rd 2019, 12:40 pm
Replies: 6
Views: 1,036
Posted By dee98

Re: UK Employer changes pension provider / US taxes

Yes I agree it seems like a straight forward change of provider, it is still being held in a work retirement plan for my old employer with their new pension provider, going forward I will note the...
Forum: USA
Oct 18th 2019, 12:12 pm
Replies: 6
Views: 1,036
Posted By dee98

Re: UK Employer changes pension provider / US taxes

I was curious if any others on here received noticed in the past that their work pension was changing pension provider and what they did?

I know it's a bit of an odd scenario, I believe what the...
Forum: USA
Oct 17th 2019, 12:02 pm
Replies: 6
Views: 1,036
Posted By dee98

UK Employer changes pension provider / US taxes

I have a question I was wondering if any expats have had occur to them? When your old UK employer changes pension provider and transfers your work pension to the new provider automatically. Due to...
Forum: USA
Oct 10th 2019, 1:12 pm
Replies: 22
Views: 4,343
Posted By dee98

Re: Help needed - company pension in UK, getting it to the US

Thanks durhamlad, I just wanted to make sure it didn't trigger any extra paperwork or that but yeah it makes sense it is just a administrative change carried out by the employer not the pension...
Forum: USA
Oct 10th 2019, 2:46 am
Replies: 22
Views: 4,343
Posted By dee98

Re: Help needed - company pension in UK, getting it to the US

Thanks, I was just making sure that it wouldn't of resulted in any other additional paperwork regarding taxes other than the 8938/ FBAR. The transfer was automatically done by the employer due to...
Forum: USA
Oct 10th 2019, 12:14 am
Replies: 22
Views: 4,343
Posted By dee98

Re: Help needed - company pension in UK, getting it to the US

I had a question I hope you don't mind me asking in this topic. I tried searching the forum but could not find a similar scenario.

If a UK employer changes their UK workplace pension provider and...
Forum: USA
Apr 17th 2019, 3:46 pm
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

Sorry guys, I got the gist of it I do understood all about the grantor trust etc now as previously mentioned, I just wanted to ask about the 2nd part of the question that was all if one contributed...
Forum: USA
Apr 17th 2019, 3:21 pm
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

Yeah I use TT, im just a bit too meticulous times and go over the doc. :o
Forum: USA
Apr 17th 2019, 3:06 pm
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

Yeah it was discussed before by you and others ...I think you may of misread my post I was agreeing with what everyone said it does not apply to my situation as my contributions did not exceed that...
Forum: USA
Apr 17th 2019, 12:58 pm
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

We did an extension for more time. I understand the employer contributions exceeding employees makes it a grantor trust which triggers the extra paperwork 3520 etc.

I guess I'm wondering on Sch.B...
Forum: USA
Apr 17th 2019, 1:54 am
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

Doing well hotscot, getting out and about whilst the weather is beautiful and warm outside :thumbsup:

When the other member mentioned interest I wasn't sure if anything were to be noted for...
Forum: The Trailer Park
Apr 17th 2019, 12:43 am
Replies: 8
Views: 747
Posted By dee98

Re: YouTube TV

That is the one thing I wish was better on Sling the UI needs a serious upgrade it's very glitchy and takes forever to scroll and move around. It seems YTTV has pretty much the same channels for a...
Forum: USA
Apr 16th 2019, 9:26 pm
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

No worries durhamlad, thanks for the reply. Trying to gather when I would need to file a 8833 for my DC employer pension I assume at distribution. If anyone else has a DC and knows the answer that...
Forum: USA
Apr 16th 2019, 3:51 pm
Replies: 101
Views: 16,802
Posted By dee98

Re: Tax Help (stressed out)

Hi durhamlad,

Do you or any other members by chance know if you are to file a 8833 for this if you are keeping your pension dormant. Would you file one the first year to acknowledge it or is it...
Forum: USA
Apr 10th 2019, 6:53 pm
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Hi Hotscot,

Your point is proven...In all seriousness my reply prior to the deleted posts have I summed up what was mentioned in determining a foreign grantor trust correctly in relation to an...
Forum: USA
Apr 10th 2019, 3:45 pm
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Hi Hotscot,

Not fictional contrary to your belief

Am I correct in saying from what I have learned in the other threads would be for anyone whom has an automatic-enrolled UK occupational pension...
Forum: USA
Apr 10th 2019, 12:32 pm
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Your right Celticgrid

My taxes and situation are pretty simple and straight forward I am just over complicating things, it will be a good few decades before I'm eligible to retire and withdraw...
Forum: USA
Apr 10th 2019, 11:41 am
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

No worries I was not asking any questions I actually said in it I'll leave that to the topic in the forum. I just said I apologise if I annoyed you in anyway it was not my intention and that I...
Forum: USA
Apr 10th 2019, 2:16 am
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

​​​
I greatly appreciate your help and all other members help I am not ignoring it by any means. I think you are brilliant and have helped me so much, if I have annoyed you before I apologise again....
Forum: USA
Apr 10th 2019, 1:12 am
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Thank you very much Pulaski,

You made me chuckle with the elephant reference, this forum has a great bunch of folk on it whom are extremely helpful!

..You are right I am definitely overthinking...
Forum: USA
Apr 10th 2019, 12:32 am
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Thanks hotscot, I did reread those topics and find that I am most likely overthinking all of this.

From what I have learned would I be correct in saying for anyone whom has an automatic-enrolled...
Forum: USA
Apr 10th 2019, 12:13 am
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Hi Hotscot,

I am looking to hear from others whom may have been in such a pension scheme recently and how they reported it, did they treat it as a regular pension scheme did they declare it as a...
Forum: USA
Apr 10th 2019, 12:04 am
Replies: 20
Views: 2,293
Posted By dee98

Re: Pension Chat

Yes! as someone who suffers from severe anxiety trying to gather and make sense of all of this can be quite challenging though i do feel I have picked up on alot and I am thankful to users like...
Forum: USA
Apr 9th 2019, 11:55 pm
Replies: 20
Views: 2,293
Posted By dee98

Pension Chat

I was hoping to start a conversation regarding the auto-enrolment in UK pension schemes

The auto-enrolment of pensions that occurred in 2012 was to assist younger persons in the UK to start...
Showing results 1 to 25 of 106
 
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