pk
Level 15
Level 15

Retirement tax questions

@damenora , having read through your post  of income streams  from UK and UK tax situation thereon , I still need your own immigration status  ( US citizen/ GreenCard/ Resident for tax purposes and your age , if the pension/ life insurance is in your own name  or based on somebody else ( inherited ), is this for tax year 2022 or  2023 ?

 

I will circle back once  I hear from you -- in the meantime , I will refresh my memory  on US-UK tax treaty