DSL
New Member

Retirement tax questions

I am US citizen and Receive UK pension and trying to find how the UK and USA treaty helps to reduce taxes on Pension I Receive form UK.  I paid into Voluntary UK pension while I was in US and these contributions were made with funds that already have been taxed in US

Previous comments were very helpful but  if I add the pension from UK to the social security I receive  in US

I am taxes at 85% on Social security the UK pension will also be effected by 85% rate, but if I go to line 21 on form 1040 as mentioned and claim 100% of my pension  as   (-)  now I have calmed total of 115% of my UK pension

Please clarify.

Also I noted that on new 1040 form line 21 is for " Refund you want to apply to next year estimated taxes" Is there a different line where we claim the refund of UK pension

Since we need to complete form 8833 does any one have UK treaty codes for form 8833

line 1 b,   Line 2,  Line 5  and some explanation for line 6