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I'm not sure whether you can but here goes; Not yet. I am a
Not yet. I am a dual UK/US citizen with a UK employment defined benefit pension. I have an option to transfer that pension to a UK SIPP (self invested pension). What I'm struggling with is the tax filing obligations going forward for the SIPP. After many hour googling there appears to divided opinion on where a SIPP is a grantor trust and therefore I have to file forms 3520 and 3520A or just the FACTA and FBAR obligations. Its clear my current defined benefit scheme does not have these additional requirements. Any guidance would be welcome … read more
taxmanrog
taxmanrog
Master's Degree
1,365 satisfied customers
I am 65 years old retired July 2017. My SS is $1.,656. I
I am 65 years old retired July 2017. My SS is $1.,656. I also have a pension of $668,00. I am also receiving a UK pension of $448,00 per month. If I take $5000,00 from an IRA that I am rolling over . … read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,472 satisfied customers
I'm a UK citizen and resident who worked in the US for a few
Hello, I'm a UK citizen and resident who worked in the US for a few years, paying into a US pension fund while I was there. That was decades ago, and I'm now looking to release that money as a pension… read more
Chad EA, CDFA®, CFP®
Chad EA, CDFA®, CFP®
IRS Enrolled Agent, CFP(R),
Master's Degree
2,872 satisfied customers
You answered a question 6 years ago concerning the transfer
You answered a question 6 years ago concerning the transfer of a US IRA account to a UK pension. Has the situation become any easier or clearer since then? … read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,629 satisfied customers
Dear, I have lived in the US since 2001 and have been a card
Dear *****,I have lived in the US since 2001 and have been a green card holder since 2005. Next year in March (2018), I want to expatriate when I retire and move back to the UK.I am in need of help in… read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,472 satisfied customers
Just getting back to my last question (i.e. my son's
Just getting back to my last question (i.e. my son's participation in the employee share scheme called Share Incentive Plan [SIP]). He makes contributions to the SIP via monthly salary deductions, and… read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,472 satisfied customers
I am a US card holder but a tax resident of the UK for the
I am a US green card holder but a tax resident of the UK for the past 6 years. I pay taxes on my worldwide income to HMRC in the UK. I also file 1040's in the US and have questions relating to Pension… read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,472 satisfied customers
I am a retired Resident Alien ( Card holder). I receive an
I am a retired Resident Alien (Green Card holder). I receive an employers pension from a company in the UK. Of course foreign pension companies do not issue 1099R or any American forms. Where do I wri… read more
Lane
Lane
JD, MBA, CFP, CRPS
Doctoral Degree
13,629 satisfied customers
Thanks assistance you can provide. I am retired and
Thanks for any assistance you can provide. I am retired and have no salary or wages. I am a citizen of both the USA and the UK. I have lived in England for the past 25 years, filing USA tax returns ea… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
My wife and receive a pension from the UK. We are now and have
My wife and receive a pension from the UK. We are now and have been for many years residents of and citizens of the United States. Do we have to pay tax on the UK pension?… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,828 satisfied customers
SE tax: I have recently qualified with Social Security under
SE tax: I have recently qualified with Social Security under the US-UK totalization program to receive the basic US pension, starting shortly. I will still have to pay Medicare premiums for 4 years un… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I am a naturalized American citizen, born in the UK. I have
I am a naturalized American citizen, born in the UK. I have a company pension in the UK that will start to pay out in 2017. I will also start receiving the UK state pension at the same time. I also ha… read more
Tax.appeal.168
Tax.appeal.168
Principal
4,915 satisfied customers
Hi,I am a LPR now returning from 4 years living and working
Hi, I am a LPR now returning from 4 years living and working in the UK I lived and worked for 40+ quarters in the US, from Q3 1999 until end Q1 2010. In the 4 years in the UK, I paid a mountain of mon… read more
Barbara
Barbara
Enrolled Agent, Paralegal
6,472 satisfied customers
I have reviewed all the material I can find on two UK/US pension
I have reviewed all the material I can find on two UK/US pension (tax treaty) questions but cannot find a specific answer to my questions. 1) Client many years in US has dual citizenship and will be t… read more
Lev
Lev
Retired
Bachelor's Degree Equivalent
27,828 satisfied customers
I am a Green Card holder and would like to know if I would
I am a Green Card holder and would like to know if I would have to pay US tax on a lump sum distribution from my UK pension (I delayed applying for my UK pension for six years). Or, would it better to… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
I file my income taxes as married fileing seperate. What is
I file my income taxes as married fileing seperate. What is the amount i can reach without fileing taxes. My wife is disabled and makes 13,200 ayear on ss. I am retired on ss and make 19,884 plus smal… read more
Robin D.
Robin D.
Senior Tax Advisor 4
Vocational, Technical or Trade School
15,569 satisfied customers
my mom is 68 years old and has a green card and has been working
my mom is 68 years old and has a green card and has been working in US for 13 years and she lives in US since 1995. She has been reciving retirement money from Poland which are already taxed. Now she … read more
Merlo
Merlo
Tax Consultant
558 satisfied customers
I am a 1/3rd partner in a partnership in the United Kingdom.
I am a 1/3rd partner in a partnership in the United Kingdom. Where do I file file the income I received from this partnership on my US 1040 personal tax return?… read more
Ed Johnson
Ed Johnson
Senior HR Consultant and Business Devlpm
Bachelor's Degree
6,994 satisfied customers
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