UK documents to file US taxes?

Hi,

It’s my first year filing US taxes (2020) with income earned in the UK.

I work for a UK college and can access my payslips and P60 online. Do I send copies of these to the IRS? Or do I have to send other documents?

Thanks in advance,

I don’t send any UK documents in with my US return. Since the tax year is different P60s are no use.  I keep a spreadsheet to track the monthly pension payments and when filing I complete a Substitute 1099-R which is form 4852. That form also says it can used as a substitute W2. For UK interest I fill in a 1099-INT even though I don’t get 1099s from my banks.

I do keep a copy of the monthly statements in case I am ever audited.

Wow, I wouldn’t have had a clue. Much appreciated

Interest like from checking/savings bank accounts ?

Wow, I wouldn’t have had a clue. Much appreciated

Interest like from checking/savings bank accounts ?

Yes, the USA taxes on worldwide income including interest that may not be taxable in the UK. (The first £1,000 of interest is tax free in the UK but not in the USA. Cash-ISA interest is also taxable in the USA.)

You do not attach evidence. Most folks add income from UK payslips plus any employer pension contributions.

Jumping in on this thread because I'm also looking to file my first US return for a full year in the UK (moved in July 2019 and had my taxes prepared for me last year). I've got online tax software that is pretty straightforward because my financial/tax situation is pretty straightforward, but I just need clarification on what numbers to total up for the year.

• I've got monthly pay stubs stating the total GBP I was paid for the month. I'm assuming that when I'm asked how much I was paid in 2020 this would be the total of all 12 months of my gross pay?
• When I'm asked how much I paid in taxes, which of these do I include: national insurance, income tax, ERS pension, private pension?

Any help is greatly appreciated!

Gross income from the pay stubs for sure. I get UK pensions so can’t comment on NI contributions but would guess not considered as an income tax since they are eventually returned as a State pension.

As Guya states above and I agree, I include UK employer pension contributions in addition to my gross (it usually doesn't have any US tax impact in the year of filing) but (I understand) this protects you further when you eventually come to draw down or receive pensions. I also take a belt and braces approach and claim a US/UK Treaty position - the jury is very much out on whether that has any benefit!.

In terms of tax credits, you can claim UK Income Tax in addition to any UK Capital Gains Tax that you may have paid - you cannot claim UK National Insurance, which is the UK equivalent of US Social Security.