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SA help - pensions payments - in and out

mgdavid
mgdavid Posts: 6,710 Forumite
Part of the Furniture 1,000 Posts Name Dropper
I'm not quite at SRA and still employed (PAYE) and also in receipt of two separate DB pensions (which I get payment advices for).
To avoid higher rate tax I made a lump sum payment into a lo-cost stakeholder plan. I'm now doing SA for 2012/13, have had a read online but can't see the info I need.
(1) Where do I declare the pension incomes? On additional 'employment' pages?
(2) where do I declare the payment into the pension plan?

All tips appreciated, TIA.
The questions that get the best answers are the questions that give most detail....

Comments

  • zygurat789
    zygurat789 Posts: 4,263 Forumite
    Part of the Furniture Combo Breaker
    mgdavid wrote: »
    I'm not quite at SRA and still employed (PAYE) and also in receipt of two separate DB pensions (which I get payment advices for).
    To avoid higher rate tax I made a lump sum payment into a lo-cost stakeholder plan. I'm now doing SA for 2012/13, have had a read online but can't see the info I need.
    (1) Where do I declare the pension incomes? On additional 'employment' pages?
    (2) where do I declare the payment into the pension plan?

    All tips appreciated, TIA.

    (1) Declare pension income in the pension income section but you have to tell it you are in receipt of pension income "tailor return 2 of 3"

    (2) Declare pension payment in the pension payment section but you have to tell it you are in making a pension payment "tailor return 3 of 3"
    The only thing that is constant is change.
  • mgdavid
    mgdavid Posts: 6,710 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    zygurat789 wrote: »
    (1) Declare pension income in the pension income section but you have to tell it you are in receipt of pension income "tailor return 2 of 3"

    (2) Declare pension payment in the pension payment section but you have to tell it you are in making a pension payment "tailor return 3 of 3"

    thanks, but what is "tailor return" ?
    The questions that get the best answers are the questions that give most detail....
  • zygurat789
    zygurat789 Posts: 4,263 Forumite
    Part of the Furniture Combo Breaker
    mgdavid wrote: »
    thanks, but what is "tailor return" ?

    The heading at the top of the tax return page, that's why it is in "".
    Start at the beginning and read slowly
    The only thing that is constant is change.
  • mgdavid
    mgdavid Posts: 6,710 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    zygurat789 wrote: »
    The heading at the top of the tax return page, that's why it is in "".
    Start at the beginning and read slowly

    It's not on the downloadable SA100...
    The questions that get the best answers are the questions that give most detail....
  • Laurajo_2
    Laurajo_2 Posts: 380 Forumite
    Stoptober Survivor
    You shouldn't be doing on the downloadable one - the paper tax return would have been due 31 October.

    To file online you need to register for it - have you done this?

    You then complete the entire form online.
  • mgdavid
    mgdavid Posts: 6,710 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    yes I will file online however I want a copy and I use the download as a draft for data gathering. Yes I registered for Gov Gateway some years ago.
    The questions that get the best answers are the questions that give most detail....
  • zygurat789
    zygurat789 Posts: 4,263 Forumite
    Part of the Furniture Combo Breaker
    mgdavid wrote: »
    yes I will file online however I want a copy and I use the download as a draft for data gathering. Yes I registered for Gov Gateway some years ago.

    There is a print facility
    The only thing that is constant is change.
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