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Forum: USA
Jan 6th 2018, 6:01 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

My situation in relation to US source income is currently that I draw occasional lump sums from US IRA (which I declare to IRS and pay tax on). I am in process of starting drawing US Social Security,...
Forum: USA
Jan 6th 2018, 1:45 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Smile Re: UK state pension and USA social security

I wanted to make a comment about a post from earlier which I cannot locate.
I am UK resident and a non-US person. My US tax advisor has told me that periodic pension payments (such as from US social...
Forum: USA
Jan 1st 2018, 6:10 am
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

An important omission on my part: since I am UK resident and to avoid withholding in US, I have had to complete an IRS W-8BEN form. This lasts for several years.

Foreign persons are subject to...
Forum: USA
Dec 31st 2017, 8:43 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

I am UK resident and have US IRA. It was originally in a 401K. I have taken distributions from the IRA several times. Since the amounts taken are not "periodic payments" (meaning that they are equal...
Forum: USA
Dec 31st 2017, 3:14 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

May I please verify something?

I am 68 and deferring both US Soc Sec (for which I have >40 Qtr credits) and UK pension. The UK in event of deferral offers "extra state pension". ...
Forum: USA
Dec 31st 2017, 2:43 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

I think that under the US-UK treaty periodic pension payments are taxed depending on the physical presence during the calendar year of the recipient. So if you are resident in the US, you are taxable...
Forum: USA
Dec 31st 2017, 2:25 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

I have thirteen years of US Soc Sec contributions, making 52 quarters and therefore >40 needed.
Forum: USA
Dec 30th 2017, 12:33 pm
Replies: 1,632
Views: 358,044
Posted By Alexamck

Re: UK state pension and USA social security

I am 68 and have done the calculation assuming 15 years further on this planet and using three scenarios: take US Social Security now + 50% of UK state pension (being a reduction to the US Social...
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