pk
Level 15
Level 15

Retirement tax questions

@mehtjyo50 , because of the  Tax Treaty between US  & UK, the type /source of pension matters  on how to report.  Generally  govt. pensions ( paid from public funds )  are taxable income on returns filed with the payor country.

Private pensions on the other hand may be taxable income for both  countries.

For US purposes you would  report private pensions just as if you had received  a 1099-R.

 

Does this make sense?   Please answer my questions.

Also are you a US person ( citizen/GreenCard / Resident for Tax purposes )?