Where do I input UK Foreign Pension earned on the 2021 return?

happykamper · ‎02-18-2022

My client has less than $10k/year in UK pension money that automatically deposits into her checking account. The only paperwork she receives from the UK is Form P60 End of Year Certificate. Which is not really helping me.

Where would I claim this pension money on her tax return?

Would we even claim it at all?

I've been reading about FBAR, FTC, 2555, 8833, FATCA and 3520 and 8938 AND the Treaty... it appears that FBAR and FACTA are not needed.

As for info I am gathering about the tax treaty, this pension money is most likely taxed by the UK and would therefore not be taxed by the US...correct?

Has anyone ever dealt with this type of situation?

I just want to make sure I am quadruple checking this.

Thank you kindly!!