MidAtlantic

Yes, you need to register. Strathclyde Pension Fund has no way of knowing your wife's taxation status. Without anything from HMRC they will place her on an emergency code. My experience is that I completed Form 2002 once, several years ago, and nothing further has been needed. When the Pension Fund receives the NT code they will refund all previous tax paid, provided it is within the same tax year.

tomwilley

Hi Guys,
Just received a letter today from the IRS stating that they have approved my Form 8802 and they have mailed the certification to the UK.
Now I will mail my Form 2002 to the IRS.

I'll keep you guys posted.

Tom

durham_lad

Thanks for the update - good luck.

Sirkingcat

on this form what is the irs account number, bearing in mind it also asks for the social security number?

durham_lad

Good question.

I just checked my copy of the form I filed and I used my SSN in that field as well, even though there is another field for SSN. I figured there may be instances of individuals that have an IRS account number as well as a SSN. That is certainly the case in the UK where those of us who do a self assessment tax return have an account number with HMRC (called a UTR) as well as a National Insurance number.

EdgeAA

I have a question off the back of this which will probably apply to a relative of mine next year, when you claim a pension from the UK (lets assume the not getting taxed in the UK part goes smoothly), do you have to do quarterly estimated payments to IRS for it to be taxed in the US or is there another way the tax is collected here rather than filing it all at the end of year tax return? These will be final salary pensions so just a fixed monthly income (with inflation adjustment once a year) for life without any lump sums or actual balances like a 401k here would have.

durham_lad

Short answer is “yes”. What I did was adjust my withholding from my pay, and later my US pension, by filing a W4 with payroll to add an extra monthly sum to cover the expected taxes.

Sirkingcat

Thank you,

TerryGoX

On the issue of tax, my tax code is 1275L so I have 12750 pounds tax free - if I make a withdrawal, how does AJBell determine if tax should be withheld? If I take 2000 pounds, do they attempt to see if my YTD tax is over the allowance or simply annualize so assume I will withdraw 24,0000 so tax me. I do want to pay tax as the logical next step to get NT status but not sure what amount will trigger the tax withdraw. I have taken out the 25% of one of one funds to simplify the situation and then took a further 1000 pounds but no tax was deducted. I don't need the money out yet but any advice on what amount to withdraw?