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Search: Posts Made By: USADragon
Showing results 1 to 25 of 80
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Forum: USA
Feb 24th 2026, 8:16 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Residentrthan

Even with the Government Gateway? I wonder if something has changed. Does this article help (albeit from a year ago) https://the3million.org.uk/government-gateway-non-uk-passport
Forum: USA
Feb 23rd 2026, 6:14 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Residentrthan

You should be able to set up an account with HMRC using your US drivers licence. I set mine up with a US passport and licence. If the lump sum was taken out in a previous UK tax year, you should be...
Forum: USA
Jul 14th 2025, 6:40 am
Replies: 11
Views: 6,892
Posted By USADragon

Re: Foreign Tax Credit on Lump Sum

Thanks again! I agree - a little knowledge is a dangerous thing. With hindsight, I should have consulted someone for my 2024 taxes. I thought I had entered the balance incorrectly on form 8938 but in...
Forum: USA
Jul 14th 2025, 1:57 am
Replies: 11
Views: 6,892
Posted By USADragon

Re: Foreign Tax Credit on Lump Sum

Thank you both for the invaluable help! I have always reported on form 8938 and I do file (and have to continue to file bc of other accounts) an FBAR. I did declare in my original return that the...
Forum: USA
Jul 6th 2025, 5:31 am
Replies: 11
Views: 6,892
Posted By USADragon

Foreign Tax Credit on Lump Sum

I've got myself into a bit of a tax muddle. I received a pension lump sum payment in 2024 and reported incorrectly on my US tax return so now need to file an amended return. The payee (Aviva) made a...
Forum: USA
Jul 2nd 2025, 7:16 am
Replies: 3
Views: 4,981
Posted By USADragon

Re: Which grade??

Those are good points to enter the school system. 6th grade is usually the start of middle school, and 9th grade starts high school, so everyone is a new starter and you have a great opportunity to...
Forum: USA
May 23rd 2025, 2:54 am
Replies: 1,097
Views: 412,755
Posted By USADragon

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

HMRC told me that you have to be "doing work" to qualify for Class 2. It's different when you live overseas - you qualify for class 2 whether you are employed or self employed. I think they may check...
Forum: USA
May 22nd 2025, 6:41 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Residentrthan

Aaaargh!
I have been waiting and waiting to hopefully recoup an additional £4K that was withheld from my lump sum. (I applied and paid for the US residency certification). Now it sounds like I may...
Forum: USA
May 21st 2025, 4:52 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Resident

I cashed mine out around the same time. I received an automatic refund - presumably the difference between the emergency tax code and the 20% they figured it should've been taxed. They received my...
Forum: USA
Mar 29th 2025, 5:07 am
Replies: 141
Views: 61,207
Posted By USADragon

Re: Social Security in the current climate

It's been several years since I set up my account (and I haven't applied for SS yet), but surely you have to go through the verification process just to get access to your Social Security statement....
Forum: USA
Mar 27th 2025, 2:52 am
Replies: 141
Views: 61,207
Posted By USADragon

Re: Social Security in the current climate

Do the verification now (if you haven't already). Make sure you have a "my social security" account and keep a record of your employment info and up to date statement. Once you have that set up, I...
Forum: USA
Mar 5th 2025, 5:37 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Resident

My forms were sent from the IRS to HMRC and received November 6th. HMRC told me I can expect a reply by May 5th. They have a backlog. Mine just shows as "received". At least yours has moved forward a...
Forum: USA
Jan 20th 2025, 3:58 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Resident

Update: HMRC told me I can expect a response no later than 5/05. They have somewhat of a backlog!!
Forum: USA
Jan 20th 2025, 12:37 am
Replies: 122
Views: 33,535
Posted By USADragon

Re: UK Pension taxation for US Resident

Jeez! I'd better call them! Mine shows received on 11/06/2024. I also wrote to them (rec'd 12/04) and that shows "in progress". I'm trying to claim back tax that was withheld from a lump sum payment...
Forum: USA
Jan 8th 2025, 3:08 am
Replies: 137
Views: 21,399
Posted By USADragon

Re: WTH... WEP? Really?

Didn't Cruz propose an amendment (voted down) that excluded foreign pensions from the repeal? I thought I had read that somewhere...
Forum: USA
Jan 7th 2025, 3:58 am
Replies: 8
Views: 1,987
Posted By USADragon

Re: Class 2 Contributions When Not Employed

They told me when I called that you have to "have been doing work" during the year you want to make contributions for. When I asked if you had to be employed or did self employment count, he just...
Forum: USA
Jan 5th 2025, 8:47 am
Replies: 137
Views: 21,399
Posted By USADragon

Re: WTH... WEP? Really?

I just watched it live. Was anyone else clapping when he signed it? It will save us $000's every year!!
Forum: USA
Jan 1st 2025, 3:57 am
Replies: 23
Views: 15,693
Posted By USADragon

Re: Form 8802/6166

Are you any farther along with this? I just sent you a msg.
Forum: USA
Dec 31st 2024, 3:59 am
Replies: 23
Views: 4,026
Posted By USADragon

Re: Hello! looking to move to Charlotte, NC with my Fiancé and Baby Girl

Renting does change things a lot. You might be hard pressed to find a rental in Tega Cay.
I forgot to mention the Anne Springs Greenway in Fort Mill - that might be something you'd enjoy. You can...
Forum: USA
Dec 30th 2024, 9:15 am
Replies: 23
Views: 4,026
Posted By USADragon

Re: Hello! looking to move to Charlotte, NC with my Fiancé and Baby Girl

Tega Cay may be a bit too quiet for you. There is the original peninsula with what they call "historic Tega Cay" and the Lakeshore area (where I am). It is all residential. I like it bc I'm in an...
Forum: USA
Dec 30th 2024, 6:24 am
Replies: 23
Views: 4,026
Posted By USADragon

Re: Hello! looking to move to Charlotte, NC with my Fiancé and Baby Girl

You should take a look at Tega Cay, especially on the peninsula. It's a great place to live and great schools. 20 minutes from Charlotte (although not at commuter time!) Or if you want something a...
Forum: USA
Oct 25th 2024, 8:09 am
Replies: 11
Views: 866
Posted By USADragon

Re: Problems re-registering a HMRC account

I used my U.S. passport to set up my account
Forum: USA
Oct 25th 2024, 8:05 am
Replies: 3
Views: 685
Posted By USADragon

Re: Problems cashing HM Revenue & Customs check

I had a large refund from HMRC which they wouldn’t deposit at the counter. They sent to clearing, they said it could take 8 weeks but it was in my account after 2 weeks. This was with Bank of...
Forum: USA
Oct 22nd 2024, 3:46 am
Replies: 23
Views: 15,693
Posted By USADragon

Re: Form 8802/6166

Well, that's most interesting! I spoke to a very officious IRS agent today who said things like "listen to the question" and "answer the question" - made me feel like an idiot, and was in complete...
Forum: USA
Oct 21st 2024, 5:56 am
Replies: 23
Views: 15,693
Posted By USADragon

Form 8802/6166

Does anyone have recent experience with the application for US Residency Certification? I paid the fee online and sent off form 8802 together with the HMRC form for relief at source and claim for...
Showing results 1 to 25 of 80
 
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