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Search: Posts Made By: zuluswede
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Forum: USA
Mar 8th 2019, 1:45 am
Replies: 2
Views: 788
Posted By zuluswede

Re: Year of expatriation tax return (1040NR)

Thanks very much for the reply Cook_County. I wonder if you could provide some further clarification as to whether dividends from "ADR" shares are considered "US dividends"?

The information I have...
Forum: USA
Mar 6th 2019, 9:05 pm
Replies: 2
Views: 788
Posted By zuluswede

Year of expatriation tax return (1040NR)

Hello All (again). I'm back looking for some more help, this time specifically with form 1040NR for my split year return (for the year ending 12/31/2018). Just to recap, I filed I-407 in February...
Forum: USA
Apr 20th 2018, 7:30 am
Replies: 7
Views: 1,570
Posted By zuluswede

Re: Expatriation form 8854

Awesome! Thanks again.
Forum: USA
Apr 19th 2018, 1:43 pm
Replies: 7
Views: 1,570
Posted By zuluswede

Re: Expatriation form 8854

Thanks very much for the reply Steve. Thats made things much clearer.
Just one followup Q. Even though the UK pensions are exempt from the CGT calculation (so effectively 100% adjusted basis) I...
Forum: USA
Apr 18th 2018, 2:48 pm
Replies: 7
Views: 1,570
Posted By zuluswede

Expatriation form 8854

Its been a real journey, from Blighty to the Big Apple and back again. The tax and immigration help I received from the contributors to this forum, for the time I was in the US, was immensely...
Replies: 3
Views: 505
Posted By zuluswede

Appendix 2 query

Am getting ducks in a row, and likely over-thinking things... would appreciate some clarity with the following:

Appendix 2 - section 3.75 Cash savings (page 11). Item "c" says,
If applicable,...
Replies: 50
Views: 4,810
Posted By zuluswede

Re: Application for visa all ready to go

Congratulations Scott! All the best for your journey back.
Replies: 19
Views: 5,787
Posted By zuluswede

Re: Applying for spouse visa.. (salaried + commision )pay please advise..

Yes, you're right, that example does clarify the "gross income" calculation when using salaried+commision based pay for category "A".
Replies: 19
Views: 5,787
Posted By zuluswede

Re: Applying for spouse visa.. (salaried + commision )pay please advise..

From the details I would say your spouse is in "salaried" employment (likely paid monthly) and would be subject to category "A" of the financial requirements.

Section 5.1.4 of the Annex FM 1.7:...
Replies: 14
Views: 3,127
Posted By zuluswede

Re: Son born in US to British father and American Mother

Consular registration is not necessary for evidence of British Citizenship. Since he was born after 1983, then if the father's British Citizenship is otherwise than by descent and, mother and father...
Replies: 50
Views: 4,810
Posted By zuluswede

Re: Application for visa all ready to go

B2W, I do agree sometimes "more" is better, but the Annex FM 1.7: financial requirement...
Replies: 50
Views: 4,810
Posted By zuluswede

Re: Application for visa all ready to go

Can I ask why you are doing category "A" and "D"? You seem to be indicating you can meet the financial requirements using just savings (category "D" alone). If you have the 62000GBP in cash and can...
Replies: 50
Views: 4,810
Posted By zuluswede

Re: Application for visa all ready to go

I'm sure you have these also, but just in case...

2 x passport size photos
applicant's (wife's) birth certificate
printed copy of the on-line visa application
appendix 2 financial requirement...
Replies: 3
Views: 785
Posted By zuluswede

Re: Financial Requirement

We're looking at applying under category "D" (savings only). My wife's savings (which are entirely in her name) will be used to satisfy the financial requirements. I haven't looked at the exact...
Replies: 3
Views: 3,404
Posted By zuluswede

Re: Entry Clearance VISA for wife valid from date rules??

Congratulations! Are you be able/willing to post a "timeline" for your wife's visa application? Maybe also a list of documents you submitted?
Apologies if you've already done so or are planning...
Forum: USA
Jul 22nd 2014, 2:03 pm
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

Thanks again for your comments JAJ. I'm really grateful for you and others who have given time and effort to this. Definitely sleeping much better these days... :)
Forum: USA
Jul 21st 2014, 5:26 pm
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

As ever thank you for your insights and expertise.

So in looking for an explanation, it seems to me then, that UK "defined benefit" pension schemes are exempt from FBAR if you can show you have no...
Forum: USA
Jul 21st 2014, 3:11 pm
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

Nun, thanks again. That seems to be the distinction in the difference between "group" pension schemes and the "personal" schemes that seem to become more prevalent around 2000.
Forum: USA
Jul 21st 2014, 3:06 pm
Forum: USA
Jul 21st 2014, 2:38 pm
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

Appreciate your input MA, yes I was wondering whether the FBAR exemption could be claimed because one doesn't have signature authority over the funds? But what happens in the case where you can...
Forum: USA
Jul 21st 2014, 12:09 pm
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

Sorry to be belligerent, JAJ, but would you be able to explain why they are not considered to be financial accounts?

Many thanks.
Forum: USA
Jul 21st 2014, 4:47 am
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

Thanks the clarification Nun. I wasn't implying they were, more that the argument to excluded them from FBAR was derived from their treatment as "tax qualified" plans under the treaty and therefore...
Forum: USA
Jul 20th 2014, 7:33 pm
Replies: 106
Views: 27,090
Posted By zuluswede

Re: Do UK workplace group personal pensions need to be reported on FBAR?

JAJ and CC, thanks again for your thoughts and observations. I can't express how much of a relief it is to have calm and informed commentary and opinions on this subject. Thank you for your time...
Forum: USA
Jul 19th 2014, 4:25 pm
Showing results 1 to 25 of 72
 


 
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