We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
R27 tax form.
swd
Posts: 12 Forumite
in Cutting tax
Hi, My Father died in February this year and unfortunately he didn't leave a will. I have been nominated by the family to act as the executor of his estate. I have applied for and been given probate to enable me to deal with this. I have recently received a R27 tax form to fill out as Dad may be due some tax back.
Is there any legal requirement that this form is completed? The tax year ended in April and Dad died in February. So if there is any tax rebate due it won't be much. He was 78 and retired. So his only income was his state pension and a couple of PEP's.
I'm not trying to hide anything from the tax man, but I'm unable to answer the questions that are being asked. For instance 'State Pension lump sum'. I have no idea if he took this option or who to contact to find out.
Thanks
Is there any legal requirement that this form is completed? The tax year ended in April and Dad died in February. So if there is any tax rebate due it won't be much. He was 78 and retired. So his only income was his state pension and a couple of PEP's.
I'm not trying to hide anything from the tax man, but I'm unable to answer the questions that are being asked. For instance 'State Pension lump sum'. I have no idea if he took this option or who to contact to find out.
Thanks
0
This discussion has been closed.
Confirm your email address to Create Threads and Reply
Categories
- All Categories
- 352.2K Banking & Borrowing
- 253.6K Reduce Debt & Boost Income
- 454.3K Spending & Discounts
- 245.2K Work, Benefits & Business
- 600.9K Mortgages, Homes & Bills
- 177.5K Life & Family
- 259K Travel & Transport
- 1.5M Hobbies & Leisure
- 16K Discuss & Feedback
- 37.7K Read-Only Boards