British Expats - Search Results
British Expats

Go Back  British Expats > Search Forums
Reload this Page >

Search Results

Register
FAQ
Wikiposts
Today's Posts
Search
Vendor Directory
 
Page 1 of 2
1
2
Search: Posts Made By: dee98
Showing results 1 to 25 of 41
Search took 0.02 seconds.
Forum: USA
Apr 17th 2019, 3:46 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Sorry guys, I got the gist of it I do understood all about the grantor trust etc now as previously mentioned, I just wanted to ask about the 2nd part of the question that was all if one contributed...
Forum: USA
Apr 17th 2019, 3:21 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Yeah I use TT, im just a bit too meticulous times and go over the doc. :o
Forum: USA
Apr 17th 2019, 3:06 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Yeah it was discussed before by you and others ...I think you may of misread my post I was agreeing with what everyone said it does not apply to my situation as my contributions did not exceed that...
Forum: USA
Apr 17th 2019, 12:58 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

We did an extension for more time. I understand the employer contributions exceeding employees makes it a grantor trust which triggers the extra paperwork 3520 etc.

I guess I'm wondering on Sch.B...
Forum: USA
Apr 17th 2019, 1:54 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Doing well hotscot, getting out and about whilst the weather is beautiful and warm outside :thumbsup:

When the other member mentioned interest I wasn't sure if anything were to be noted for...
Forum: USA
Apr 16th 2019, 9:26 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

No worries durhamlad, thanks for the reply. Trying to gather when I would need to file a 8833 for my DC employer pension I assume at distribution. If anyone else has a DC and knows the answer that...
Forum: USA
Apr 16th 2019, 3:51 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Hi durhamlad,

Do you or any other members by chance know if you are to file a 8833 for this if you are keeping your pension dormant. Would you file one the first year to acknowledge it or is it...
Forum: USA
Apr 9th 2019, 8:25 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Hi Hotscot I found a few interesting threads on here and other sites about the UK Pension types and was looking to create a fresh conversation revolving around this so others can be aware too. I...
Forum: USA
Apr 9th 2019, 4:11 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

..thanks, I apologise if I have annoyed you it was not my intention, I am genuinely thankful for all your help.

I am positive as you and have others indicated it is not treated as a that for tax...
Forum: USA
Apr 9th 2019, 2:53 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Hi Hotscot,

I am not ignoring the advice of others I am just ensuring I have all correct. I did find another topic on a different forum where users discussed the NEST pension schemes (auto-enrol...
Forum: USA
Apr 9th 2019, 11:43 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Hi Hotscot,

I am not a troll I just want to ensure that I have everything correct moving forward for taxes. As I mentioned previously I suffer from anxiety, I do appreciate all the help you have...
Forum: USA
Apr 9th 2019, 1:21 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Im sorry I can provide some usesful sites I have found such as Greenback Expat Services and IRS Medic. I will revert to the other site as there are new posts. Do you really think it's a trust now or...
Forum: USA
Apr 9th 2019, 12:34 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

You do? :(

I do not feel the CPA would be beneficial as I'm doing more research he was more specialized in Mergers and international business though said he did help expats before. I will happily...
Forum: USA
Apr 8th 2019, 11:59 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

I am just trying to confirm for sure that it should not be a trust for IRS tax purposes. I am petrified at the thought of getting this wrong for taxes I want to ensure that I have everything correct....
Forum: USA
Apr 8th 2019, 11:18 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

So on schedule B part 3 it would be correct to note no regarding the trust?

It was a CPA that specialized in international tax though I'm starting to question whether this was more on the business...
Forum: USA
Apr 8th 2019, 7:10 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

I am questioning whether I should seek advice from another CPA ....I'm startins to feel the whole pension as a trust is subjective, though surely if the pension is set up as a trust then this is...
Forum: USA
Apr 8th 2019, 6:17 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Yeah treat it as a trust, as they mentioned trust was a broad definition. I believe it's to keep myself right.
I guess I am a beneficiary in the trust? I meant 3520 sorry. We are most likely going...
Forum: USA
Apr 8th 2019, 5:22 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

That I should not be losing sleep. Trust has a very broad definition for tax purposes and going forward to file both of the 3250 forms. I will most likely amend the prior too.

Yes, they specialize...
Forum: USA
Apr 8th 2019, 4:41 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Yeah got it all sorted, going to use the CPA for our taxes. A lot more simpler than doing it ourselves.

Cheers for all your help mate , much appreciated.
Forum: USA
Apr 8th 2019, 1:48 pm
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

There focus is on international tax and have done expatriate services before so I assume they have, will soon find out .
Forum: USA
Apr 8th 2019, 11:15 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Ok gotcha I will remember this when I chat with the CPA, I hope he agrees that it is not deemed a trust and doesn't cost us a fortune or give us the run around.

Haha only if I were made of money...
Forum: USA
Apr 8th 2019, 4:12 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Cheers Hotscot,

I am going to see a CPA tomorrow for advice I am sure it will cost a fortune though I want to ensure all is correct.

When you mentioned my plan didn't fit the articles you read...
Forum: USA
Apr 8th 2019, 3:11 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

I was in the midst of editing a post that looked bare.

:hysterical:
Forum: USA
Apr 8th 2019, 2:39 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

Enjoy the G&T mate!

​​​​
Forum: USA
Apr 8th 2019, 2:00 am
Replies: 101
Views: 16,833
Posted By dee98

Re: Tax Help (stressed out)

I found this great article from Deloitte below that talks about trusts, it talks of a foreign non grantor trust and only mentions 3520 when taking a distribution? Could this be what all UK pensions...
Showing results 1 to 25 of 41
 
Page 1 of 2
1
2


 
Forum Jump

Contact Us - Archive - Advertising - Cookie Policy - Privacy Statement - Terms of Service -

Copyright © 2024 MH Sub I, LLC dba Internet Brands. All rights reserved. Use of this site indicates your consent to the Terms of Use.