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Topic: Taxable Social Security  (Read 1010 times)

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Taxable Social Security
« on: February 08, 2016, 09:27:50 AM »
Hi All, I am hoping someone can help me with this question.  I have just started to look at this years tax return (2015) and I remembered reading that pensions paid from SSA to people in the UK are only taxable in the UK, so I am trying to work out how I report our SSA pensions on the 1040 our situation is:-

Pensions paid to both of us from Jan 2015
We left US on April 20th 2015
SSA paid pensions to us in the UK from May 2015 to date

SSA has sent the usual 1099 to us but that shows whole amount of pension paid not just the amount paid in the US.  Do we just calculate the amount paid from Jan - April and use that amount on 1040 or am I doing this totally wrong!!

 ???
 
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Re: Taxable Social Security
« Reply #1 on: February 08, 2016, 03:01:28 PM »
Are you US citizens or green card holders?

Are you paying UK tax on the arising or the remittance basis?


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Re: Taxable Social Security
« Reply #2 on: February 08, 2016, 03:23:37 PM »
Are you US citizens or green card holders?

Are you paying UK tax on the arising or the remittance basis?

Hi I am dual citizen and my spouse is a US citizen on a spouse visa.  We have not filed a self assessment tax return yet to the UK.  We have registered to do so but its not due until later this year.
Online Application Spouse Visa - 27 Jan 2015
Visa Received - 16 Feb 2015
FLR(M) In-Person  (Approved)- 4 Jan 2018
ILR (M) Approval - 23 Oct 2020
AN (Naturalisation) - 28 Oct 2020
AN (Naturalisation) APPROVED!!!!! - 10 Feb 2021
Citizenship ceremony - 10 June 2021


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