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Forum: USA
Feb 28th 2021, 3:43 pm
Replies: 38
Views: 8,159
Posted By geak

Re: UK Final salary pension transfer

The delay came from UK pension administrators. It is all in rear view mirror now. Alignment with the appropriate regulatory structures is part of the service from the receiving scheme. It is all new...
Forum: USA
Feb 27th 2021, 8:48 pm
Replies: 38
Views: 8,159
Posted By geak

Re: UK Final salary pension transfer

I completed transferring into SIPP late last year. I live in US since 1999 and had 4 pensions in the UK, one of which was defined benefit.

When it came close to retirement age, I received four...
Forum: USA
Feb 25th 2021, 10:55 am
Replies: 56
Views: 4,493
Posted By geak

Re: Pensions from UK question - US Tax Form

SIPP is defined contribution. Thanks durham_lad for the correction.
There is a 25% tax free portion documented in UK SIPP.
Try to understand how to reflect it in Form 4852 or Form 1040 Schedule 1.
Forum: USA
Feb 25th 2021, 4:46 am
Replies: 56
Views: 4,493
Posted By geak

Re: Pensions from UK question - US Tax Form

I got a few (4) UK pensions consolidated into a single defined benefits SIPP. Never taken any distribution as yet. Just plan on taking.
I assume there is a tax free amount. Don’t see how to reflect...
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