Reclaim Tax on pension

MOUNTY

Checking my friends pensions (basic state & two small personal)
we have noticed that with her tax allowance and pensions added together she has £380 in credit.
I noticed she has paid £284 in tax on her two small p/pensions.
Is she entitled to claim that back using the remaining allowance left?

jem16

Need a lot more information to make sense of your post.

What age is she?
What is the amount of state pension?
What is the amount of each of the 2 personal pensions?
What is her current tax code on each of the 2 personal pensions?

MOUNTY

jem16 wrote: »

Need a lot more information to make sense of your post.

What age is she?
What is the amount of state pension?
What is the amount of each of the 2 personal pensions?
What is her current tax code on each of the 2 personal pensions?[/QUOTE
She is 63, receives £135 pw state pension and £23 (two pensions) pw. No paperwork to hand at moment however her tax allowance code showed her age allowance with pensions included and shows the total is under her allowance (credit)
Taxed paid on pensions is less so can she use the credit to reclaim.:(

jem16

MOUNTY wrote: »

She is 63, receives £135 pw state pension and £23 (two pensions) pw.

If she is age 63 then she is entitled to £7475 tax free personal allowance.

Her state pension is £135pw so £7020pa.

Is the £23 you mention the total of both pensions or is each £23pw - i.e. £46 in total?

If it's £23pw for both then that is £1196.

Total would then be £8216 which is above the tax free limit so she should be paying tax. If it's £46pw for both then that would give a total of £9412 which again will be subject to tax.

No paperwork to hand at moment however her tax allowance code showed her age allowance with pensions included and shows the total is under her allowance (credit)

What age allowance? You only get the increased tax allowance at age 65.