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Search: Posts Made By: Helen1234
Showing results 1 to 25 of 113
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Forum: Moving back or to the UK
Jul 30th 2024, 12:40 am
Replies: 10
Views: 1,038
Posted By Helen1234

Re: mover from US to UK with stocks/crypocurrency holding

many thanks, that is super helpful. Since individual stocks will have no effects on different tax. I assume when I choose the broker, anyone is fine and there is no broker reporting hmrc list, right?...
Forum: Moving back or to the UK
Jul 23rd 2024, 10:54 pm
Replies: 10
Views: 1,038
Posted By Helen1234

Re: mover from US to UK with stocks/crypocurrency holding

ah, thanks.

1. So,Funds means a group of stocks, e.g. ETF but not the individual stocks. HMRC will treat individual stocks bought in the UK broker and the US broker the same. right?

2. what do...
Forum: Moving back or to the UK
Jul 23rd 2024, 1:15 am
Replies: 10
Views: 1,038
Posted By Helen1234

Re: mover from US to UK with stocks/crypocurrency holding

many thanks. I think it is great to find the way to tax efficient for both UK and US espeically for the moving year.

1. So, both HMRC and IRS will not treat the house in the UK/US differently....
Forum: Moving back or to the UK
Jul 22nd 2024, 10:48 am
Replies: 10
Views: 1,038
Posted By Helen1234

mover from US to UK with stocks/crypocurrency holding

Hi

One quick question. If people plan to move back from US to UK, who hold stocks/ETF and crypocurrency accounts.

1. Is there any way to descrease tax? I heard if the account is outside of UK,...
Forum: USA
May 22nd 2024, 1:58 am
Replies: 9
Views: 1,293
Posted By Helen1234

Re: closed bank account on Fbar and 8938

many thanks. I think it means no need to report the closed account any more after the closed year, right?

H
Forum: USA
May 16th 2024, 11:20 am
Replies: 9
Views: 1,293
Posted By Helen1234

Re: closed bank account on Fbar and 8938

thanks
Forum: USA
May 15th 2024, 4:14 am
Replies: 9
Views: 1,293
Posted By Helen1234

closed bank account on Fbar and 8938

Hi guys

One very quick question. If my friend closed her UK bank account in 2021, she only needs to report it on Fbar and 8938 in 2022 (for the 2021 tax year), but do not need to report it any...
Forum: Moving back or to the UK
May 5th 2024, 11:44 am
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

Many many thanks, dunroving. So, in summary, you pay 0 tax to the IRS, but need to fill in w8ben to the pension provider every 3 years. U just report the income and pay the tax to HMRC once per year...
Forum: Moving back or to the UK
May 3rd 2024, 9:14 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

perfect, many thanks

H
Forum: Moving back or to the UK
Apr 30th 2024, 3:07 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

Dunroving, sorry for the final question. I think u mentioned that you got US fed tax and claimed back. When u did this, did you use UK bank account to deal with it or u have to find a US bank to...
Forum: Moving back or to the UK
Apr 30th 2024, 3:03 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

Many thanks. Durham_lad. I think it means that wise card can be used to pay IRS and get the refund from IRS and get money from US 401k , right?
Forum: Moving back or to the UK
Apr 30th 2024, 2:20 am
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

many thanks. Sorry ,do u mean wire bank is ok for the IRS tax payment and refund or not? The issue is that US bank may generate the interests and need to pay tax again technically and if it is...
Forum: Moving back or to the UK
Apr 27th 2024, 1:01 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

thanks

H
Forum: Moving back or to the UK
Apr 27th 2024, 1:01 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

many thanks

H
Forum: Moving back or to the UK
Apr 27th 2024, 1:00 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

ah, that makes sense. I think I misunderstood the pension calculation. haha. I will let my friend know.

many thanks. So for the final question. can u deal with IRS by UK bank or have to find a US...
Forum: Moving back or to the UK
Apr 27th 2024, 12:51 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

got it, many thanks
Forum: Moving back or to the UK
Apr 27th 2024, 2:32 am
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

Did you try it after 65 years old? I guess extra 10% tax will be on it before 65 years old. Can you do the tax return to IRS within UK bank account? I heard IRS and tax software only accepts US bank...
Forum: Moving back or to the UK
Apr 27th 2024, 2:23 am
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

that is super helpful. many thanks. I will let my friend know it.
Forum: Moving back or to the UK
Apr 27th 2024, 2:21 am
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

For 1, many thanks. So, I assume you mean no need to think about it for both IRS and HMRC before the distribution, right?

For 2, do you mean every 3 year, you submit the w-8EN to the pension...
Forum: Moving back or to the UK
Apr 27th 2024, 1:36 am
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

many thanks, Durham

1. I think you mean no report requirement for both IRS and hmrc before receiving the distribution, right?

2. If the UK tax is higher than US tax, I think there is no need...
Forum: Moving back or to the UK
Apr 26th 2024, 2:20 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

Hi Durham lad

1. I believe before the distribution, you do not need to report or pay any tax to the HMRC or IRS, right?

2. Since UK tax is usually higher than US one, does my friend really need...
Forum: Moving back or to the UK
Apr 26th 2024, 2:15 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

Many thanks. That is super helpful.

1. I believe you dont report or pay any tax to any tax authority before taking the distribution, right?
2. Do you need to report the tax to IRS every year...
Forum: Moving back or to the UK
Apr 26th 2024, 2:08 pm
Replies: 34
Views: 3,758
Posted By Helen1234

Re: US 401K, HK MPF and UK employer pension

many thanks. EHM. That is helpful

1. I assume what you mean is that before taking the distribution, my friend does not need to report any thing nor pay any tax, right?

2. I do not know whether...
Forum: Moving back or to the UK
Apr 19th 2024, 3:37 am
Replies: 34
Views: 3,758
Posted By Helen1234

US 401K, HK MPF and UK employer pension

Hi guys, this is one question from my friend. I do not know whether any of you have experienced something similar before. I have one friend she worked in UK, US and HK. So, she has the pesnion from...
Showing results 1 to 25 of 113
 
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