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Search: Posts Made By: jopavi73
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Aug 18th 2019, 10:45 am
Replies: 21
Views: 2,192
Posted By jopavi73

Re: State Pension value in US $ since Brexit.

...since I started receiving my UK pension that is.
Aug 17th 2019, 7:09 pm
Replies: 21
Views: 2,192
Posted By jopavi73

Re: State Pension value in US $ since Brexit.

I have never paid Fed or State taxes but that's of little comfort when the amount keeps declining every 4 weeks!

There's always the possibility that some EU countries are waiting to see if the UK...
Aug 17th 2019, 2:15 pm
Replies: 21
Views: 2,192
Posted By jopavi73

Re: State Pension value in US $ since Brexit.

Thank you for that encouraging scenario. Planning for the worst and hoping for the best!
Aug 17th 2019, 1:00 pm
Replies: 21
Views: 2,192
Posted By jopavi73

Unhappy State Pension value in US $ since Brexit.

I know I can't be the only person who's experienced the loss in value of the UK State Pension since Brexit was announced. Once converted my pension has declined by about 20%, is everyone having...
Forum: USA
Feb 2nd 2014, 12:37 am
Replies: 1,661
Views: 422,523
Posted By jopavi73

Re: UK state pension and USA social security

As you have 40 quarters of employment in the US you should be eligible for the amount of SS quoted on the regular statements you have been receiving from SSA. The UK pension is going to be treated...
Forum: USA
Jan 14th 2014, 5:50 pm
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

I guess my TaxAct software chose the appropriate form for my circumstances.
Forum: USA
Jan 14th 2014, 4:17 pm
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

Having started my 2013 return I note that there are changes in line #s. If you're itemizing the form is now 1040A and the line you report Pensions & Annuities is 12a and 12b not 16a and b as in...
Jan 3rd 2014, 7:42 pm
Replies: 33
Views: 2,340
Posted By jopavi73

Re: Exchange rates and The UK State Pension

Don't forget that when you turn 66 you are allowed a greater amount that you can earn, if collecting SS, it's now over $40k and at 67, if I'm not mistaken, your income is not limited at all.
Jan 3rd 2014, 7:38 pm
Replies: 33
Views: 2,340
Posted By jopavi73

Re: Exchange rates and The UK State Pension

That would be correct, so effectively it would still have been a 15% after being WEP'ed.
Jan 3rd 2014, 11:58 am
Replies: 33
Views: 2,340
Posted By jopavi73

Re: Exchange rates and The UK State Pension

When I took SS at 62 I was paid the full amount as if I had no other retirement income expected, I just didn't mention it.

When I started collecting in 2013 and advised them of that fact they...
Jan 3rd 2014, 1:11 am
Replies: 33
Views: 2,340
Posted By jopavi73

Re: Exchange rates and The UK State Pension

When you originally apply for SS you are asked if you will be receiving any other pensions etc, they then adjust your monthly payment accordingly if you do not have a full 30 years of meaningful...
Jan 2nd 2014, 9:25 pm
Replies: 33
Views: 2,340
Posted By jopavi73

Re: Exchange rates and The UK State Pension

I started claiming at 62 and at that time had not even considered the fact that I would be eligible for UK pension. In July of '13 they WEP'd me when I started to receive it and at that time the $...
Jan 2nd 2014, 1:17 pm
Replies: 33
Views: 2,340
Posted By jopavi73

Exchange rates and The UK State Pension

When I received the letter telling me how much per 4 weeks I would be receiving I reported it to SSA.

The figure I reported is now more as a result of:

- The fact that it's paid 4 weekly and...
Dec 11th 2013, 2:45 am
Replies: 73
Views: 9,137
Posted By jopavi73

Re: Trader Joe's, Aldi and Lidl Food Stores in the USA

Aldi stores should not be dirty or distasteful and if I found one I would call the health dept. However, you have to remember this is one of the few food stores that Walmart fears. They sell basic...
Forum: USA
Dec 11th 2013, 2:35 am
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

Thanks for the information, it confirms my gut feeling on the whole thing. I do have my tax software from 2012 and I'll create another return with this years details, however, based on the past...
Forum: USA
Dec 11th 2013, 12:48 am
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

I don't think there's much chance of that, I only work part time if I want or need to (to keep me from vegetating) I just want to stay on the right side of the Fed. Gov!
Forum: USA
Dec 10th 2013, 9:58 pm
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

Good to know. As you said it is passive income however SSA was not very confident in their explanation when I spoke with them and advised me it would be treated within the earnings allowance. Like...
Forum: USA
Dec 10th 2013, 8:03 pm
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

In the event that I may exceed the earnings allowance, even fractionally, I guess the IRS will pass that on to SSA and my payments will be adjusted accordingly.

The good news is that they have...
Forum: USA
Dec 10th 2013, 6:58 pm
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

Having not made any voluntary NI contributions since becoming a permanent resident I don't think that will affect me.

If I am to be taxed on my UK pension will it be included as income?

Having...
Dec 10th 2013, 5:17 pm
Replies: 73
Views: 9,137
Posted By jopavi73

Re: Trader Joe's, Aldi and Lidl Food Stores in the USA

Aldis is really good for basics and some of their house brand items are just as good as the national brands. When I first started shopping there the house wine "Winking Owl" was $1.99 and was very...
Forum: USA
Dec 9th 2013, 9:47 pm
Replies: 36
Views: 12,039
Posted By jopavi73

Re: US taxation on UK pension

Thank you for your reply.

As I have already had my US SS reduced to bring it in line with the WEP I have already "paid" the penalty of having a UK pension I, misguidedly, thought that it would be...
Forum: USA
Dec 9th 2013, 8:55 pm
Replies: 36
Views: 12,039
Posted By jopavi73

US taxation on UK pension

Hi everyone:

I've been a visitor here a couple of times for fun but now I have a concern about what effect my UK state pension is going to make this year when I do my taxes.

I have been a...
Forum: USA
Sep 19th 2013, 1:36 pm
Replies: 1,661
Views: 422,523
Posted By jopavi73

Re: UK state pension and USA social security

I was on this site back in June and have since been able to resolve that issue. Social Security is not back on my case again.

I am currently receiving UK State Pension along with US SS. however,...
Forum: USA
Jul 11th 2013, 1:08 pm
Replies: 1,661
Views: 422,523
Posted By jopavi73

Re: UK state pension and USA social security

According to my local SS office they need to see the letter from UK Pensions with the amount you will be receiving. This I did and asked what and when do I report any funds from UK - they weren't...
Forum: USA
Apr 11th 2013, 1:35 am
Replies: 1,661
Views: 422,523
Posted By jopavi73

Re: UK state pension and USA social security

Thanks to all of you. I've seen the tables and the "substantial earnings" and I'm convinced that I should be exempted. Problem is when I talked to the Baltimore office I probably should have...
Showing results 1 to 25 of 46
 


 
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