claiming back tax on salary after retiring

matty17r

hubbie retired in june and paid some tax on his salary from april until then. He does not intend going over his personal allowance for the year. When can he claim the tax paid back please?

xylophone

http://www.hmrc.gov.uk/incometax/stop-work-refund.htm

matty17r

Thank you xylphone for your prompt reply and help.

Delphina

But is he going to start receiving his private or State Pension soon?

matty17r

He is already receiving state pension and does not have a private pension.

Delphina

If you are going to submit a P50 claim, you should mention what you just told me plus how much State Pension your hubby is receiving in this financial year.

Good luck.

McKneff

I retired in the August 3 years ago, I had state pension and a private pension and I had to wait till the following tax year end before I could claim any refund of tax paid.

matty17r

Thank you for all your helpful replies - all noted!

Delphina

If there is going to be more income that is high enough to attract income tax; for example from State Pension, P50 claim might not be accepted. Then you have to wait until the financial year has ended like McKneff had to.

But there is no harm in submitting such claim.