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Inheritance tax from US??

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Joined: Tue Feb 13, 2018 6:17 pm

Inheritance tax from US??

Postby JudeKS » Tue Feb 13, 2018 6:25 pm

Hi everyone - desperately need advice on this one. I received $28,000 inheritance from an American aunt, of which their IRS deducted $8,000. I have now received a 1099-R Form from America which I believe I need if I wanted to claim the tax back. Question is how do I go about claiming it back? And am I even entitled to claim it back?

I keep getting conflicting advice so am none the wiser - just more confused and frustrated!!! HELP?!! Thanks Judy

Posts: 260
Joined: Fri May 16, 2014 3:47 pm

Re: Inheritance tax from US??

Postby AGoodman » Wed Feb 14, 2018 1:30 pm

You need to speak to a true professional with US qualifications. There are plenty in London.

The form suggests income tax was deducted, not estate tax, so maybe the monies came from a pension fund or similar rather than just being a straight inheritance (where I would not expect any deduction). Have you tried asking the person administering the estate?


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