Ok. I tend to choke up where the IRS is concerned. Adding HMRC into the mix is just giving me hives.
Can someone who is familiar with how this should go please let me know if I'm on the right track?
I have been a tax resident in the UK since May 1 2017. I believe I'm both resident and domiciled, as we sold everything and are hoping to remain indefinitely. (And I'm registered to vote here.) I am not a UK citizen. My income is a US pension that is arguably a state government pension that may or may not be taxed. (I have requested a formal determination from HMRC.) Assuming it is taxed:
[Serious Edit]
1) Is there any sort of carry-forward of credit with the IRS to future years if you pay more in HMRC taxes than was withheld by/due to the IRS?
2) I took two lump-sum disbursements (about $10k total) from my 403B to pay off bills in the USA in July 2017. The money never came to the UK. If I understand what I read in the tax treaty, the 403B disbursement is taxable only in the USA. Correct?
Really would appreciate any info you guys might be able to provide.
