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Forum: USA

May 31st 2015, 1:24 pm

Replies: 1,834

UK state pension and USA social security

Views: 538,075

Posted By gester

Re: UK state pension and USA social security

When you applied for UK pension did you declare your 12 years of US contributions? They can be used to increase your UK pension if you do not have enough to qualify for the full pension.

Forum: USA

Apr 23rd 2015, 2:19 am

Replies: 1,834

UK state pension and USA social security

Views: 538,075

Posted By gester

Re: UK state pension and USA social security

Can one assume that form 308 is not required when SSA contributions exceed 30 years?

Forum: USA

Apr 5th 2015, 6:08 pm

Replies: 1,834

UK state pension and USA social security

Views: 538,075

Posted By gester

Re: UK state pension and USA social security

I found this IRS definition of "lump sum" under topic 412...
"A lump-sum distribution is the distribution or payment within a single tax year of a plan participant's entire balance from all of the...

Forum: USA

Apr 5th 2015, 2:13 am

Replies: 1,834

UK state pension and USA social security

Views: 538,075

Posted By gester

Re: UK state pension and USA social security

Thanks - And one more if I may - UK pension is taxable to GC residents in the USA - does it qualify for the 85% max like the SSA pension?

BTW - my reading of Article 17 para 1 (b) suggests any...

Forum: USA

Apr 4th 2015, 7:50 pm

Replies: 1,834

UK state pension and USA social security

Views: 538,075

Posted By gester

Re: UK state pension and USA social security

Situation - both wife and I are UK GC holders resident in USA. I have >30 years SSA contributions so not subject to WEP when I start taking SSA payments.
Wife has zero SSA contributions and is...

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