British Expats - Search Results

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Forum: Moving back or to the UK

Jan 23rd 2024, 3:36 pm

Replies: 10

Question: How to file lump-sum 401(K) distributions with HMRC

Views: 617

Posted By GPilky

Re: Question: How to file lump-sum 401(K) distributions with HMRC

I assume that you are referring to the following?"Lump Sums

A lump-sum payment derived by a resident of one State from a pension scheme established in the other State shall be taxable only in that...

Forum: Moving back or to the UK

Jan 23rd 2024, 3:26 pm

Replies: 10

Question: How to file lump-sum 401(K) distributions with HMRC

Views: 617

Posted By GPilky

Re: Question: How to file lump-sum 401(K) distributions with HMRC

Hi.... It seems you are asking similar questions to me. In my research around Article 17(2) I too found the 'Notes' you refer to not only in the DTA notes, but also guidance documents in the UK...

Forum: Moving back or to the UK

Jan 23rd 2024, 3:02 pm

Replies: 10

Question: How to file lump-sum 401(K) distributions with HMRC

Views: 617

Posted By GPilky

Re: Question: How to file lump-sum 401(K) distributions with HMRC

As I understand it the 5 year holding requirement is to allow distribution of any 'earnings' tax free, however, you are able to remove your own (Tax Paid) funds at any time without penalty. Is my...

Forum: Moving back or to the UK

Jan 23rd 2024, 1:48 pm

Replies: 10

Question: How to file lump-sum 401(K) distributions with HMRC

Views: 617

Posted By GPilky

Re: Question: How to file lump-sum 401(K) distributions with HMRC

Thanks for your reply durham_lad. I assume that your rollovers from 401(k) to IRA, and then IRA to Roth IRA did not result and any distribution of funds. If this is the case, then the rollovers would...

Forum: Moving back or to the UK

Jan 23rd 2024, 9:30 am

Replies: 10

Question: How to file lump-sum 401(K) distributions with HMRC

Views: 617

Posted By GPilky

Question: How to file lump-sum 401(K) distributions with HMRC

I'm hoping I can call on the collective experience of the forum to help me with a niggling question about lump-sum distributions from 401(K) accounts to a UK resident / taxpayer. I know this comes up...

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