SB11116

Sorry, please note a typo above- I have been US resident since January 1, 2024, not 2023. Thanks

1. I note that a certificate of overseas residence is not required for residents of the USA for HS304. Please advise what specific documentation if any is needed for US residents. In my case, I have been US resident since January 1, 2023 and will file a US resident 1040 tax return for the first time by April 15, 2025. 2. Am I correct is assuming that if I have UK sourced pension income and tax deducted at source for which there is full relief under the tax treaty, I do not include this in boxes 11 and 12 of TR3 of SA100 but I include this information in the table below question 3a of HS304?