I'm not trying to "prove" anything, just find out if this is going to be taxed or not.
As for UK pensions they're not taxed unless you go over a certain limit, currently £12,500 AFAIK. However anything after that is tax paid, as in the tax is taken off at source. From the pensioner's point of view it's seamless & they don't have to worry. Anything they get is "Tax Free" because it's "Tax Paid" already.
So, so far I've seen documents that say it IS taxed in the US & documents that say it isnt. I've seen documents to say "report it on this form" only to read that form & see it say "in your case use a W9".
It's utterly, frustratingly confusing & I've not found any tax expert who has met anything like this before. Surely someone out there has been in my position & has the answer.
