help re: info for R40

cagneyfan

Hi, just been to tax office re: R40. Wasn't much help. I have shares in B&B, BT and Halifax. I need to get the 'dividends payable' to me for the past 6 years. I wrote to halifax for last 6 years tax certificates and they wanted £15.00. Is this normal and will the others be the same. Is there a way I can find out this info without having to pay them. I've thrown away all the paperwork I had coz I didn't think I could claim back tax.

Also, if I fill the R40 form and leave out that I have shares would I end up in trouble?

mrkbrrws

If you know how many shares you had, the Shareholders/Investors section of the companies' websites usually tell you the historical dividends paid.

Mikeyorks

mandy-j0 wrote: »

Also, if I fill the R40 form and leave out that I have shares would I end up in trouble?

Depends how material to the end result it is. But as you've already told them (?) .... it would be a bit silly to take the chance and leave it out. I'm assuming you need the info to include the dividend as income? Not to claim the related (10%) tax on the dividends back ..... as you can't do that.

If it's to include the dividend income .... you can normally see that if you have online access to your Shareholding? If not .... you can work it out to an acceptable approximation by following the advice in the previous post.