jtax
Level 10

Retirement tax questions

Yes. See 

 

https://www.irs.gov/businesses/international-businesses/united-kingdom-uk-tax-treaty-documents

 

In particular, look at Article 17 and maybe Article 18.

 

We would need a little more info to provide an opinion, but usually, for a US citizen living in the US, foreign pensions are only taxed by the US. This means the UK should not take out any tax.

 

Unfortunately, even UK social security will not receive the somewhat reduced taxability for US social security benefits under I.R.C. 86 because they are not "a monthly benefit under title II of the Social Security Act" but are rather taxed as any other pension. See https://www.law.cornell.edu/uscode/text/26/86


For a general article about how UK pensions are taxed by the US see this article:

https://www.taxesforexpats.com/country-guides/uk/uk-pension-system.html

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