Declaring UK pensions: remaining doubt

[allanb]

This topic has been just about worked to death and I'm sorry to bring it up again, but one thing still doesn't seem to be clear.  For a French resident receiving UK pensions, my reading of the tax forms is that:

– the state retirement pension should be declared on the pink form (2047) in section I, under "pensions, retraites, rentes", and also on the blue form (2042) on page 3, in boxes 1AS and/or 1BS; and

– since the recent change in the DTT, a public-sector pension (civil service, local authority, police, etc), which will normally have been taxed in the UK, should be reported (gross) on the pink form in section VI ("revenus imposables de source étrangère ouvrant droit à un crédit ...") and also on the blue form on page 4, in box 8TK.

In other words, it seems to me that sections I and VI of the pink form are mutually exclusive; any given pension belongs in one or the other, not both.  But the forms and instructions are not crystal clear, to say the least, and opinions on the forum seem to differ. 

Does anyone feel confident enough to make a firm statement on this, or is it really still uncertain?

[NormanH]

parsnips and Sunday Driver are the real experts on this.

I believe you are right about

"a public-sector pension (civil service, local authority, police,

etc), which will normally have been taxed in the UK, should be reported

(gross) on the pink form in section VI ("revenus imposables de source étrangère ouvrant droit à un crédit ...") and also on the blue form on page 4, in box 8TK."

I also believe that boxes 1AS and/or 1BS should be the total pension  income including the state (OAP)pension and the public-sector pension, but also including any French-sourced  pension income.

In other words the two pensions are entered in different places on the pink form, and only the public-sector pension is entered in 8TK on the blue form, but the total of both, plus any other income from pensions or rents etc goes in 1AS/1BS

now I will duck[:P]

[parsnips]

[quote user="allanb"]This topic has been just about worked to death and I'm sorry to bring it up again, but one thing still doesn't seem to be clear.  For a French resident receiving UK pensions, my reading of the tax forms is that:

– the state retirement pension should be declared on the pink form (2047) in section I, under "pensions, retraites, rentes", and also on the blue form (2042) on page 3, in boxes 1AS and/or 1BS; and

– since the recent change in the DTT, a public-sector pension (civil service, local authority, police, etc), which will normally have been taxed in the UK, should be reported (gross) on the pink form in section VI ("revenus imposables de source étrangère ouvrant droit à un crédit ...") and also on the blue form on page 4, in box 8TK.

In other words, it seems to me that sections I and VI of the pink form are mutually exclusive; any given pension belongs in one or the other, not both.  But the forms and instructions are not crystal clear, to say the least, and opinions on the forum seem to differ. 

Does anyone feel confident enough to make a firm statement on this, or is it really still uncertain?

[/quote]

Hi,

     On page 1 of 2047 you put in" pensions rentes...." ,the state and public-sector pensions added together (gross) , then on page 4 of 2047 (VI) you put the gross public sector pension.

      On page 3 of 2042 you put the state plus public sector (gross) at 1AS / BS and on page 4 at box 8 TK you put the public -sector pension (gross).

      This is not uncertain but absolutely the correct method for declaring.

[NormanH]

Thanks for the confirmation.

It worked for me last year.

[Boiling a frog]

Works for me as well, and a little note to tell them you are not "a la charge" of the French SS if you have an S1