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Topic: Foreign bank interests, capital gains, dividends and pension  (Read 976 times)

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In past years I have only required to file 1040 and 2555-EZ forms with no problem. Now things are looking more complicated as I will receive uk bank interests (after uk tax deducted), capital gains and dividends (from individual shares in a stocks and shares ISA, so uk tax free) and I'm in a pension scheme from my employer with whom I just started working. Which forms should I be looking at ? I'm assuming the following:

1040 with 2555-EZ to deduct all my earned income.
1040 Schedule B to report bank interests.
1116 to claim foreign tax credit on bank interests
I guess I will have to pay tax on my capital gains and dividends from my ISA, what forms come into play here ?
Anything I should observe with my pension?

Thanks in advance.


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