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New Member
posted May 20, 2025 8:21:20 AM

I moved here from the UK in July 2024 (I am a UK citizen, but here a green card). Where should I enter my UK (retirement) pension income (received up until July 2024)?

I'm here with my spouse and we are in our late eighties.

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1 Replies
Level 15
May 20, 2025 12:55:02 PM

@Jonson702ER , 

(a) Was this your first entry in to the USA  in 2024 ? How about  prior two years ?   Generally your residency start date is dictated by the passing of  Substantial Presence Test and/or Green Card test.

(b)  What type of pension --- public sourced or private sourced.  Most treaties  limit  whom ( which country ) can tax  the pension.

 

I will circle back when I hear from you -- yes ?