Expat Forum For People Moving Overseas And Living Abroad banner
1 - 12 of 12 Posts

·
Registered
Joined
·
11 Posts
Discussion Starter · #1 ·
There are two tests for your eligibility for the Foreign Income Exclusion - the physical presence test, which is the one where you can't have spent more than 30 days back in the US, and the bona fide residence test which involves you being a bona fide resident of another country during at least a full calender year. If you use the bona fide resident test, you still have to indicate how much time you spent during the year in the US, but the 30 day rule doesn't apply.

The OP seems to be a US citizen who has not resided in the US for some time (in fact may never have lived in the US, though I'm not sure from her first post) and is married to a British national, residing in the UK.

You do have to elect to take the Overseas Earned Income Exclusion, but for those who have never filed, the IRS has been pretty consistent in asking for 3 years back taxes (where you can elect the exclusion as long as you qualify for it in each of the years).

If you've been in the US for 45 days, you should check to see if perhaps you can qualify for the Exclusion under the bona fide resident test. If you can, you'll have to apportion your "overseas income" for any days spent in the US "on business" - but you won't lose the exclusion altogether. (The year my mother died, I spent something over 30 days in the US, acknowledged it on the 2555, but still got to take the exclusion in full with no questions asked. I have been qualifying under the bona fide resident test for years.)
Cheers,
Bev

Hi every one ,
Has any one got exempt from tax on pension yet living in Turkey :confused:
 

·
Administrator
Joined
·
51,325 Posts
I've moved this over to the "Rest of the World" section. I know we have a couple members here who live in Turkey so perhaps they will have some information for you on exempting from UK pension tax.
Cheers,
Bev
 

·
Registered
Joined
·
11 Posts
Discussion Starter · #5 ·
Are you referring to the tax levied at source on pensions in payment? What type of plan are you referring to?Your question is rather confusing and clarification before answering.
-

Hi,
Sorry I did not explain uk tax on retirement pension I have sent a form away Oct 009 which they sent me. I also have a small private pension. The turkish tax authority gave me a signed form to send with my form stating I pay tax in Turkey.

Does this help.

Sandra;)
 

·
Registered
Joined
·
6,657 Posts
Hi,
Sorry I did not explain uk tax on retirement pension I have sent a form away Oct 009 which they sent me. I also have a small private pension. The turkish tax authority gave me a signed form to send with my form stating I pay tax in Turkey.

Does this help.

Sandra;)
What form to whom?? You say you also have a private pension, so to what type of plan are you referring?

There is a dual taxation agreement betwen the UK and Turkey so you will not be doubly taxed.

-
 

·
Registered
Joined
·
11 Posts
Discussion Starter · #7 ·
What form to whom?? You say you also have a private pension, so to what type of plan are you referring?

There is a dual taxation agreement betwen the UK and Turkey so you will not be doubly taxed.

-
No the tax people sent me the form from uk to fill out and return to be excempt from tax as I live in Turkey along with the turkish tax authority form I had signed just wondering do I chase it up or sit back and wait. :confused:
 

·
Registered
Joined
·
6,657 Posts
No the tax people sent me the form from uk to fill out and return to be excempt from tax as I live in Turkey along with the turkish tax authority form I had signed just wondering do I chase it up or sit back and wait. :confused:

For HMRC, something sent from a non-resident in October 2009 is fairly recent. I'd give it a bit longer before chasing. They usually get there in the end, but do take their time.

-
 

·
Registered
Joined
·
11 Posts
Discussion Starter · #9 ·
For HMRC, something sent from a non-resident in October 2009 is fairly recent. I'd give it a bit longer before chasing. They usually get there in the end, but do take their time.

-

Ok cheers for that will sit back and wait. :clap2:
 

·
Registered
Joined
·
11 Posts
Discussion Starter · #10 ·
Re pension

For HMRC, something sent from a non-resident in October 2009 is fairly recent. I'd give it a bit longer before chasing. They usually get there in the end, but do take their time.

-

Hi Elphaba,
I am in shock I received my letter from HM Revenue on friday to say I will be exempt from Uk tax can I ask if I have to get in touch with my private pensions to let them know. :clap2:
 

·
Registered
Joined
·
1 Posts
problems with tax exemption in Turkey

I have all the correct 'double taxation' forms downloaded from the net under instructions from uk tax office.There is a small section to be filled in by the Turkish tax office.Thereby lies my problem.Firstly they said they would sign if I got it translated into Turkish and notarised.I did this and took the forms back.
Now the manager there is refusing to sign saying he has no knowledge of the uk tax laws.This is my dilemma.Can anyone advise ?:confused::
 
1 - 12 of 12 Posts
Top