Tax help please

tigtag02

I wasnt *suggesting* anything. What I was trying (and failing) to get across was that the pension would eat considerably into her tax allowance.

Like I said, maybe my wording was off.

HappyMedium_2

Thanks again all of you for your help.

My pension is more than the tax allowance as I paid in extra years ago.

I have sent a letter to the Tax Office stating what I think I should be able to claim allowances for i.e. office as constituents visit me here and I need to work from home, telephone, postage, printing and even broadband costs as I need to access the Council's website for information and download documents for people and myself.

Bit cheeky but nothing ventured nothing gained.

jem16

HappyMedium wrote: »

Thanks again all of you for your help.

My pension is more than the tax allowance as I paid in extra years ago.

Is this the state pension you mentioned earlier? How did you pay in extra?

If it's more than the tax-free allowance you may owe the tax man money.

Cook_County

HappyMedium wrote: »

Thanks again all of you for your help.

My pension is more than the tax allowance as I paid in extra years ago.

I have sent a letter to the Tax Office stating what I think I should be able to claim allowances for i.e. office as constituents visit me here and I need to work from home, telephone, postage, printing and even broadband costs as I need to access the Council's website for information and download documents for people and myself.

Bit cheeky but nothing ventured nothing gained.

HMRC are unable to advise you on each expense as we have a self-assessment system so it is up to you to claim on your tax return for what is allowable.

The obvious questions here are:
1. If these are wholly, exclusively & necessarily required why are they not reimbursed?
2. What do your colleagues on the Council do?

HappyMedium_2

I would like to be self assessed rather than PAYE but not sure if this is possible.


JEM16 these are the additional amounts which take me over £5225 allowance
Additional State Pension to 5.4.97 is £25.63p
Additional State Pension based on earnings 78-97 £27.97
Additional from 2002 £11.23
Graduated Retirement Benefit £0.32p

jem16

HappyMedium wrote: »

JEM16 these are the additional amounts which take me over £5225 allowance
Additional State Pension to 5.4.97 is £25.63p
Additional State Pension based on earnings 78-97 £27.97
Additional from 2002 £11.23
Graduated Retirement Benefit £0.32p

Now I'm with you.

These "extras" all come from SERPS and S2P and were based on your earnings at the time - nothing really to do with paying extra. You will probably end up with a K code as your state pension is higher than the personal allowance.

My dad has a state pension and a private pension and has to fill in the short tax return each year. You may find you will have a tax return to do as well but I'm sure you can ask to do one so you can claim any allowances due. That was why I suggested phoning HMRC and asking them.