UK Tax Return
#1
Thread Starter
Just Joined
Joined: Feb 2024
Posts: 3
From: Tampa, Fl

Been in the US for over 20 yrs now and I need to complete a UK tax return for a small amount of UK income (tax year ending April 5th 2025).
Anyone got any good accountants to help this process?
Anyone got any good accountants to help this process?
#2
Forum Regular

Joined: Feb 2021
Posts: 37











My wife has just completed her first self-assessment after 20 years of not filing, due to starting to receive pension income.
As a UK non-resident, you can't use the HMRC self-assessment forms to submit. She used Andica on-line. £25, very simple - she received her refund in 3 weeks. Looks like there's quite a few online options - much cheaper than turbotax here!!
As a UK non-resident, you can't use the HMRC self-assessment forms to submit. She used Andica on-line. £25, very simple - she received her refund in 3 weeks. Looks like there's quite a few online options - much cheaper than turbotax here!!
#3
I am wondering why you are paying tax in the UK, on pensions. My wife and I have 5 UK pensions. and all are no tax in the UK, but taxed in the US.
- A US resident receiving a UK State Pension or a UK private pension can use Form US-Individual 2002 to apply for relief at source from UK Income Tax, meaning they may receive the pension payment with less or no UK tax already deducted. They will also need IRS form 8802 for the IRS to certify resident status in the US and payment of US tax.
#4
Forum Regular

Joined: Feb 2021
Posts: 37











Last edited by leuler; Aug 11th 2025 at 7:11 am.
#5
He didn't say "pension", did he? 
UK tax forms are a lot easier than US ones, and if it is "only a small amount" you may end up paying as much in accountant's fees as in taxes. ..... At very least I'd start by looking at the form and seeing if you have concerns great enough to need professional guidance.

UK tax forms are a lot easier than US ones, and if it is "only a small amount" you may end up paying as much in accountant's fees as in taxes. ..... At very least I'd start by looking at the form and seeing if you have concerns great enough to need professional guidance.
Last edited by Pulaski; Aug 11th 2025 at 7:22 am.





