Tax on State Pension

YORKSHIRELASS

Hi, I am hoping someone can help me. I have agreed to help an elderly relative with his 08/09 tax return. He receives a state pension and a private pension but we cant find a P60 or statement showing how much has been received for the state pension for 2008/09. First question is should he have a P60 for this?

If necessary I can take the figures from the bank statements but I think the pension received is a joint amount for both my relative and his wife so do I put down the whole amount or is it split somehow?

This should be such an incredibly easy tax return, I dont think there is even going to be any tax due but because he has more than one source of income he has to do the form! Any help would be really appreciated.

Rolo_Tomasi

You do not get a P60 for the state pension - the government opt out of all responsibility of operating any sort of payroll system for this.

They do send a letter at the beginning of each tax year which details what the weekly amount payable will be. Failing this the annual amount is also usually included in the tax code operated by the private pension. This will be detailed on the PAYE coding notice issued during the year.

The amount to include on the tax return has to be just the amount due to your relative. I do not think 'joint' pensions are paid so the amounts received on the bank statements should be OK however someone may correct me on this.

Don't forget to include savings and investment income.

CIS

The amount to include on the tax return has to be just the amount due to your relative. I do not think 'joint' pensions are paid so the amounts received on the bank statements should be OK however someone may correct me on this.

Each person receives a state pension for themselves, if his wife has a state pension then it would be paid separately.

roger_c

Yeah the department of work and pensions send out a notice of the weekly rate to each pensioner each year. BUT....if he's lost the notice, then you can phone and ask for the 'weekly rate since April 2008' and multiply that by 52 weeks. They will ask name, address, NI No., and how it gets paid (if it is paid into a bank they will want to know which bank). The number is 0845 301 3011.