When does an R27 have to filled in?

nad1611

That's it really. After death, not sure if one is always filled or not?

We wrote to the Tax Office and asked them to inform us of the position of the deceased up to the time of death and they advised that no further action needed to be taken?

John_Pierpoint

An R27 is an "informal" tax return for the period from 6th April to the date of death.

As people who die get a whole year's personal allowance (which can be bigger than "normal" for pensioners) there can be a repayment of tax unless the deceased conveniently arranged to die at the start of April.

It is the personal representative's responsibility to reconcile the decease's personal accounts, with their taxes, pensions, benefits, and savings etc. Don't assume that the people who had a financial relationship with the deceased cannot make mistakes - It took Barclay's bank 3 goes to get the figures right for my late relative.

http://www.hmrc.gov.uk/sa/personal-rep.htm