pk
Level 15
Level 15

Deductions & credits

@nhkyn ,  

1.   Since your pension is from  National Health,   is this  public funds pension -- this is because  most treaties , including UK, publicly funded pension  and/or social security  equivalent is generally taxable ONLY by the  distributing country.  If that applies  here   ---  you should have some documentation to show whether this is true  in your case  --- then  this income is taxable ONLY by the UK  ( and therefore  Tax at source ).

2.  In any case   for US 1099- R , the taxable portion generally is  gross less  recipient/employee contribution ( allocated or otherwise ).

 

 Could you confirm that your employment during those years was for the NHS -- and therefore the pension should be  marked as public funded.  And not for a private hospital system.