Retirement tax questions

Hi  Dave

 

I have the similar question with abetty44. I also have the UK pension provided by ex-employer and operated by scottish widow.

 

1. I assume the name of the asset will be scottish widow UK pension rathern ex-employer name pension, right?

 

2. Is because the owner of the pension is me, therefore I should fill in my name and my US address rather than the pension operator and the UK company's address

 

3. I do not contribute nor withdraw any money from the pension. The money in the pension may change every year itself. Should I fill it in like this? nothing in the date acquired and date diposed and uncheck the asset didnt have income, deduction and credit associated with 2023?

 

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4 in temrs of currency GBP, can I use the 2023 average GBPUSD rate in it and the source can I just copy and paste the link I found the value?

 

Thanks

 

J