N Grant
New Member

Retirement tax questions

Regarding reporting the UK Pension in the Social Security Benefit  area Box 5,

What do I do if I also receive Social Security?  Combine the two incomes and then offset the UK Pension on the Other Taxable Income Screen?

 

For Years I have been sending in a substitute W2 Form and Form 4852  (and earlier years similar forms) reporting the income and therefore PAYING US taxes on the UK Govt Pension.  Every time I researched it I always understood that US income taxes had to be paid on the pension.  UGH!

Thank you for your help