British Expats - Search Results

Search: Posts Made By: apparet

Showing results 1 to 10 of 10
Search took 0.01 seconds.

Forum: USA

Apr 30th 2025, 1:45 am

Replies: 8

First Tax Return Help

Views: 1,152

Posted By apparet

Re: First Tax Return Help

Update. HMRC have told us Teachers Pensions is a government pension and falls under Article 19 of the tax treaty. Article 19 appears to say a government pension is taxable in the state that pays the...

Forum: USA

Apr 15th 2025, 3:54 am

Replies: 8

First Tax Return Help

Views: 1,152

Posted By apparet

Re: First Tax Return Help

How does one report:

1. UK social security payments
2. a final salary pension
3. interest on foreign bank accounts

on the US tax return?

Forum: USA

Apr 7th 2025, 3:53 am

Replies: 8

Smallish UK Workplace Pension

Views: 1,085

Posted By apparet

Re: Smallish UK Workplace Pension

The other problem though is that I think SW's fund managers are hopeless. I can move around the various SW offerings to my heart's content but they seem amazingly good at consistently losing value...

Forum: USA

Apr 6th 2025, 2:12 pm

Replies: 8

Smallish UK Workplace Pension

Views: 1,085

Posted By apparet

Re: Smallish UK Workplace Pension

Yep, spot on. Exactly that. It's so annoying.

I think you're saying though that at some stage the pension must have a built-in mechanism to pay out even if I do nothing? If so, I'll check that...

Forum: USA

Apr 6th 2025, 2:09 pm

Replies: 8

First Tax Return Help

Views: 1,152

Posted By apparet

Re: First Tax Return Help

Just confirming I understand: She should:

1. file promptly;
2. report pension income minus UK tax paid for 2024;
3. pay federal and state taxes as appropriate;
4. receive the UK refund;
5....

Forum: USA

Apr 6th 2025, 11:04 am

Replies: 8

Smallish UK Workplace Pension

Views: 1,085

Posted By apparet

Smallish UK Workplace Pension

I have a small UK pension pot (with Scottish Widows). It was non-contributory and paid for by my employer in the UK prior to 2007. My problem is I cannot seem to access it without going through a...

Forum: USA

Apr 6th 2025, 10:55 am

Replies: 8

First Tax Return Help

Views: 1,152

Posted By apparet

First Tax Return Help

My wife immigrated in March 2024. She is an LPR. She worked as a teacher in the UK and retired at the end of 2023. Her only income during 2024 was her teacher's pension (it's a defined benefit...

Forum: Moving back or to the UK

Jul 4th 2020, 4:52 am

Replies: 7

Help with tax

Views: 1,195

Posted By apparet

Re: Help with tax

First, let me say thanks for responding.

The only difference would be submitting a US tax return, not the amount of tax paid?

Naively I was thinking I would be covered by medicare. Is that not...

Forum: Moving back or to the UK

Jul 4th 2020, 2:53 am

Replies: 7

Help with tax

Views: 1,195

Posted By apparet

Re: Help with tax

What would be the difference if I give up my green card and retire tin the UK? Is there a tax advantage to doing that?

Forum: Moving back or to the UK

Jul 3rd 2020, 2:34 pm

Replies: 7

Help with tax

Views: 1,195

Posted By apparet

Help with tax

Hello everyone

I'd really appreciate a little help. Here are my circumstances. I've lived in the US since 2007 and am just about to move on to my second green card. In the UK I have a small...

Showing results 1 to 10 of 10