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Topic: UK tax refund  (Read 970 times)

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UK tax refund
« on: August 29, 2014, 12:22:07 PM »
Today I get two envelopes from HM Revenue.  Oooops! What's that about?  Well, one contains a cheque for 140+ pounds and the other is a letter explaining how I overpaid and this is a refund blah blah.

So, OK.  But now am I going to have to report this as income on my US taxes?  Or since it was "my" money to begin with does it not count?  I already have to report any refunds from state tax to the feds, so I wonder ...

>^.^<
Married and moved to UK 1974
Returned to US 1995
Irish citizenship June 2009
    Irish passport September 2009 
Retirement July 2012
Leeds in 2013!
ILR (Long Residence) 22 March 2016


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Re: UK tax refund
« Reply #1 on: August 29, 2014, 01:59:20 PM »
IMHO.....as a total know-not-much-at-all layperson, only if you to the a credit for UK tax paid to offset US tax.

But if your only income (like mine) is US SS and a miniscule amount of interest, you likely had little/no US liability anyway. In any case, unlike a state tax refund the entire amount would not be reportable - remember you itemize and deduct all the state tax; you don't deduct all the UK tax in the same way.

Seems like if you did claim a credit, then it's just a matter of filing an amended return, allocating the 'refund' to the US calender year w/r/t the credit you took (if any).

Some professional will likely jump in now with some complicated answer....
Married December 1992 (my 'old flame' whom I first met in the mid-70s)
1st move to UK - 1993 (Letter of Consent granted at British Embassy in Washington DC)
ILR - 1994 (1 year later - no fee way back then!)
Back to US in 2000
Returned to UK July 2011 (Spousal Visa/KOL endorsement)
ILR - September 2011
Application for naturalization submitted July 2014
Approval received 15-10-14; ceremony scheduled for 10 November!
Passport arrived 25 November 2014. Finally done!


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Re: UK tax refund
« Reply #2 on: August 29, 2014, 02:55:23 PM »
Nope, didn't do any tax credit stuff.  I've only got US SS benefit, a small work pension and UK pension (as a spouse).  Don't even have enough bank interest to report)  It all seems such piddling amounts in the great scheme of things.  ???
>^.^<
Married and moved to UK 1974
Returned to US 1995
Irish citizenship June 2009
    Irish passport September 2009 
Retirement July 2012
Leeds in 2013!
ILR (Long Residence) 22 March 2016


  • *
  • Posts: 1260

  • Liked: 63
  • Joined: Jun 2011
  • Location: Congleton, Cheshire
Re: UK tax refund
« Reply #3 on: August 29, 2014, 04:24:44 PM »
I think you're golden......such a pittance in the grand scheme of things, and I won't report you for sure!
Married December 1992 (my 'old flame' whom I first met in the mid-70s)
1st move to UK - 1993 (Letter of Consent granted at British Embassy in Washington DC)
ILR - 1994 (1 year later - no fee way back then!)
Back to US in 2000
Returned to UK July 2011 (Spousal Visa/KOL endorsement)
ILR - September 2011
Application for naturalization submitted July 2014
Approval received 15-10-14; ceremony scheduled for 10 November!
Passport arrived 25 November 2014. Finally done!


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