gsm
Level 1

Retirement tax questions

Update.  I was just made aware of an IRS issued informational letter in written in 2008 basically saying Article 17 doesn't apply and the UK PCLS remains taxable. I did reach out to a tax attorney but the attorney's position was there  was too much liability and in fact they refunded their consultation fee.

https://www.irs.gov/pub/irs-wd/08-0024.pdf