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Forum: USA

Feb 13th 2025, 8:20 am

Replies: 114

UK State Pension and US tax return

Views: 29,044

Posted By charlesyorke

Re: UK State Pension and US tax return

I am sure this is only a small sliver of all the stuff out there - when I reached out to the Mass Law Library folks (see below), in writing, who are allegedly the fonts of all knowledge on Mass tax...

Forum: USA

Feb 11th 2025, 10:33 am

Replies: 114

UK State Pension and US tax return

Views: 29,044

Posted By charlesyorke

Re: UK State Pension and US tax return

Thank you GG, as always for your guidance. I may be nuts and or uneducated (in this subject) and concede from a Federal perspective, but other than the aforementioned in this thread has anyone...

Forum: USA

Feb 11th 2025, 8:04 am

Replies: 114

UK State Pension and US tax return

Views: 29,044

Posted By charlesyorke

Re: UK State Pension and US tax return

Thanks, I found the same thing - there are a few different "expert" sites that say the same - of course as you pointed out none of them define why (perhaps you have to pay big bucks for that info or...

Forum: USA

Feb 10th 2025, 11:32 am

Replies: 114

UK State Pension and US tax return

Views: 29,044

Posted By charlesyorke

Re: UK State Pension and US tax return

Thanks, does anyone have an opinion from a tax lawyer or accountant that they are willing to share

Forum: USA

Feb 10th 2025, 10:06 am

Replies: 114

UK State Pension and US tax return

Views: 29,044

Posted By charlesyorke

Re: UK State Pension and US tax return

Thank you - there has to be a document somewhere from the IRS that clarifies this regarding Federal return. Hopefully someone out there has something

Forum: USA

Feb 10th 2025, 9:43 am

Replies: 114

UK State Pension and US tax return

Views: 29,044

Posted By charlesyorke

Re: UK State Pension and US tax return

OK folks it's been a year since I started to dig into this. I still get conflicting information on how to handle my UK state pension on my federal return. My CPA says it is not reportable. Several...

Forum: USA

Sep 30th 2024, 12:39 pm

Replies: 21

New SIPP options for US residents?

Views: 20,440

Posted By charlesyorke

Re: New SIPP options for US residents?

So, you are correct it is a Broker only SIPP / Retirement Investment Account (Not an ISIPP) through AJ Bell Investcentre. From what I have found out so far looks like from their managed portfolio...

Forum: USA

Sep 29th 2024, 11:37 am

Replies: 21

New SIPP options for US residents?

Views: 20,440

Posted By charlesyorke

Re: New SIPP options for US residents?

I Have a UK broker - who is offering me a SIPP with AJ Bell......strange not convinced I am going to go with a broker yet anyway but exploring options

Forum: USA

Sep 22nd 2024, 3:30 am

Replies: 21

New SIPP options for US residents?

Views: 20,440

Posted By charlesyorke

Re: New SIPP options for US residents?

Thank you so much for taking the time to help, truly appreciated and very grateful to you. I am sure I will have a few more questions -:thumb:

Forum: USA

Sep 20th 2024, 8:17 am

Replies: 21

New SIPP options for US residents?

Views: 20,440

Posted By charlesyorke

Re: New SIPP options for US residents?

So a couple of questions please as I am just starting to work through this process as a USA tax payer and resident, with a private UK pension
1) under the dual tax treaty is the first 25% subject...

Forum: The Trailer Park

May 23rd 2024, 12:29 pm

Replies: 33

UK state pension and minimum soc sec credits

Views: 9,044

Posted By charlesyorke

Re: UK state pension and minimum soc sec credits

I just started to receive Social Security this year. I advised them I had a UK pension and the monthly amount I was receiving. It reduced the amount of social security I thought I would get by about...

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