UK citizen retired in the US - Double taxation issues
Posted by fastsansfurious@reddit | expats | View on Reddit | 7 comments
I am a UK citizen and have lived in the US for over 20 years. I have UK personal pension that I want to withdraw. Since the personal pension withdrawal is taxed at source in the UK, and all income for US residents are taxed regardless of the source. I will be expecting to get double taxed.
I submitted the DT-US individual 2002 to HMRC as there is tax treaty between UK and US, including the form 6166 from the IRS to prove that I am a US tax payer.
But the application was rejected by HMRC because the DT-US Individual form has a section requiring an IRS stamp. But I cannot find any sources on how to get this form stamp by the IRS.
Has anyone run into to this issue?
TIA
No-Donut-8692@reddit
Did you submit the dt us together with your form 8802?
fastsansfurious@reddit (OP)
No. The 8802 form is submitted to the IRS in order to get the IRS 6166. The DT US form requires the attachment of the IRS 6166, in addition to an official IRS stamp on the DT US form.
No-Donut-8692@reddit
Right, I’m just reading the specific instructions for the dt us that says to submit that form together with the 8802 in order to get the irs stamp.
Eric848448@reddit
If the UK really does tax this, you’ll get a credit in the US.
You want /r/tax.
fastsansfurious@reddit (OP)
The IRS doesn’t expect the UK to tax because the existence of the treaty. So i don’t expect the credit will be allowed. The issue is the DT US individual form is created by HMRC, and it requires an IRS stamp including the IRS 6166. But i don’t know how to get it stamped
dogwoodcat@reddit
There is no ink stamp for an IRS 6166. If they want an apostille stamp, you need to submit it to the US State Department.
fastsansfurious@reddit (OP)
The ink stamp is not for the IRS 6166. It is required for the DT US Individual form which published by HMRC. The IRS 6166 has to be submitted along with the form.