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How far back can you reclaim taxes overpaid

Dilly
Dilly Posts: 122 Forumite
Part of the Furniture 10 Posts Combo Breaker
I need to make some reclaims for a pension which I have not received any tax relief on. i have been paying this pension for around 20 years and it was OK while I was under PAYE as I paid tax and therefore could claim back the tax.
When I went self employed I thought that I was already getting the relief at source, but I was paying it gross. ( I need to pay more attention to detail )
How many years back can I reclaim taxes. I have been told 3 , 5 and 7 years, so would like a more definative answer
Thanks

Comments

  • jem16
    jem16 Posts: 19,870 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    edited 29 May 2012 at 7:57PM
    Dilly wrote: »
    How many years back can I reclaim taxes.

    It's 4 years.
    so would like a more definative answer

    From the horse's mouth.

    http://www.hmrc.gov.uk/incometax/overpaid-thro-job.htm#3
  • Cook_County
    Cook_County Posts: 3,096 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    You say in your other post on the other thread that this is a s226 plan - which is why it is paid gross.

    This question makes no sense at all though because as a self-employed person you would have already filed tax returns every year.

    Were the returns completed incorrectly, if so by whom?
  • Dilly
    Dilly Posts: 122 Forumite
    Part of the Furniture 10 Posts Combo Breaker
    You say in your other post on the other thread that this is a s226 plan - which is why it is paid gross.

    This question makes no sense at all though because as a self-employed person you would have already filed tax returns every year.

    Were the returns completed incorrectly, if so by whom?

    It is entirely my husbands fault as he thought the Pension was paid net ( its his pension ) and so he hasn't been claiming any tax relief. It was only when I recently got out the actual pension document, as we wanted to review the whole pension situation he has, that I read it was paid gross
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