Hi john12140
Dual status you say, from the US perspective when you became a US citizen and domiciled here – the US may not agree, but the British Government would, bless them.
I had the same decision to make last year and I gave the “income in and out” information to a tax preparer whom used it, I have to look and see if they filed an 8833. This year when I asked here there were different opinions ….
Did you mean $10K I don’t see that - not item 5 but its $100k. The document you reference is full of “IF” comments, we need a definitive statement.
Unless you kept your pension income in the UK why would you report the official UK amount, did you get that? I use the direct deposit received $ amount that various each month.
Since it’s a big influence on my US taxes (my wife and I both receive UK Government pensions), I have contacted 2 Expat tax services to see what they say. I suggest you do the same and we compare notes.
Run the UK pension amount through TT, that’s the $ amount at risk if it’s not deductible.
I’m asking CrossBorder Wealth and Experts for Expats, may I suggest you consult with someone else and we share the results.
If you will or do receive Social Security, as we do; I would love to compare some notes off line.
John
