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New Member
posted Jun 7, 2019 3:25:14 PM

Is my US social security pension exempt from UK tax under the Treaty?

0 5 1971
5 Replies
Level 15
Jun 7, 2019 3:25:15 PM

US Social Security Benefits

US Social Security benefits received by US citizens and green card holders residing in the UK are exempt from tax in the United States, and are taxable only in the UK.


New Member
Jun 7, 2019 3:25:16 PM

US Social Security benefits are taxed in the UK but UK State Pension is exempt from tax in the USA - not a good Treaty I'd say....

Level 3
Jun 7, 2019 3:25:18 PM
New Member
Jun 7, 2019 3:25:20 PM

OMG. This is way too technical for me. Which I guess is the cunning plan cooked up by the IRS and HMRC..

Returning Member
Feb 21, 2021 4:31:01 AM

Any idea on how to handle this in TT?

If I enter the 1099-SSA, it gets taxed. Do I leave it out or are there other forms I need to claim treaty benefit?

US citizen resident in UK receiving US Social security - should be taxed by UK bit not US.

 

Many thanks!