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Topic: Is tax free Lump Sum payment from UK Pension subject to US tax?  (Read 3623 times)

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Is tax free Lump Sum payment from UK Pension subject to US tax?
« on: October 25, 2018, 03:55:18 PM »
I am a UKC/USC resident in the UK for over 40 years. I am confused about treaties concerning double taxation of pensions. My pension was from Universities Superannuation Scheme (USS) and I had a 25% tax free lump sum payment at the time my pension started.

Grateful for any clarification as to whether the IRS would tax this and by how much. I am hoping that it isn’t taxable.


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Re: Is tax free Lump Sum payment from UK Pension subject to US tax?
« Reply #1 on: October 25, 2018, 04:08:02 PM »
This question is better placed in the UK-US Tax forum. Maybe a Moderator would be kind enough to move it there.

https://talk.uk-yankee.com/index.php?board=11.0

Dual USC/UKC living in the UK since May 2016


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Re: Is tax free Lump Sum payment from UK Pension subject to US tax?
« Reply #2 on: October 25, 2018, 05:16:15 PM »
Thanks. I re-posted in the correct forum.


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