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Discussion Starter · #1 ·
Hi folks, I'm a Newbie to this forum and wonder if there's someone here with personal experience of this:

I have Permanent Residence in the US (Though still a UK Citizen) and for several years now I have been in receipt of a Retirement Pension from my former UK employer.

This pension is taxed in the UK each month and I receive the residue into my UK bank account, from which I have money transferred to the US each month.

My wife (full US Citizen) and I use a Tax Professional to complete our annual US Returns (Federal and State) and since I began receiving the UK Pension our Tax Professional has allowed for deductions of further tax on my UK Pension, for both Federal and State.

I have queried this with her several times and each time she insists that she has consulted with their International Taxation Specialist (it's a big, well-recognized firm) and each time she says that yes, I AM liable for further (US) tax on the amounts I am paid from the UK.

I am aware of the Double Taxation Agreement between the US and UK and I thought this Agreement was to avoid one being taxed twice on the same Pension.

Could anyone with experience of this please enlighten me, or point me to an exisiting forum on this topic?

Oh, by the way, I am not yet eligible for the UK State Pension, so I only have this one, from my former employer, currently.

My wife works full-time and I work part-time, both of us in the US. Our US returns are expressed as Married, Filing Jointly".

Many thanks !
 

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Discussion Starter · #3 ·
Thanks for that, Jane. I'll look into this further, as you suggest :)

I guess it will boil-down to whether the total US tax on my UK pension (if I elect to receive that gross in future from the UK) will be more (or less) than the aggregate of the UK tax plus the additional US tax that I am currently paying on my UK occupational pension.
 
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