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  • RE: Foreign life insurance Dividend

    Respectfully, why did you offer initial advice?
  • RE: Foreign life insurance Dividend

    No. The "life Dividend" from the term life insurance policy mentioned above is not all related to the US treasury bond that I've separately asked about (DDS). I have sought advise from a tax advisor on the life insurance dividend and they have confirmed it is not reportable as no gain on the policy. Does that match your expectations?
  • RE: US EE Bond

    As there doesn't seem to be a consensus, I've spoken to two tax advisors separately and they've both confirmed it should go an a OIG on the SA.
  • RE: US EE Bond

    For clarity this was a US Treasury bond, that was cashed in a US bank. It had no tie to the UK.
  • RE: US EE Bond

    Could someone please confirm which it should be? Based on other advise given in other threads, I assume it would be an OIG? Both are charged at the same rate.
  • RE: Foreign life insurance Dividend

    Thanks. I just wanted to confirm that this applied to a foreign policy?
  • Rounding of Interest

    Hi, I'm looking for confirmation of when to apply rounding to bank interest, when paid monthly and potentially less than a pound. I understand that it should be rounded down. As an example: Jan 90p Feb 90p March 90p Would this be reported as £0 (rounded down at each month and then summed) or as £2 (summed together and then rounded).
  • RE: US EE Bond

    Thanks Admin 32. There also appears to be another response refering to HS265 which seems to be in the wrong thread (unless I'm mistaken). However for clarity, could you please confirm where I should report the US EE Bond (US Treasury) on the online self assessment. I was originally advised Box 3 of SA101 (page Ai1), but this seems to relate to UK income. This is a savings bond issued by the US treasury, and was cashed in the US. Based on other threads it's a DDS.
  • RE: US EE Bond

    Hi Admin 25. I thinking you may be replying to the wrong thread. Could you please confirm where I should report the US EE Bond (US Treasury) on the online self assessment. This is not a fund. But a savings bond issued by the US treasury. Based on other threads it's a DDS.
  • RE: US EE Bond

    Thanks for the reply. Box 3 of SA101 (page Ai1) appears to relate to UK income. As this was a US bond surely it would be under foreign section? Can you advise where to put this on online self assessment.