WIFE and 65+ Pensioner Bonds

129acbd4

I am a basic rate tax payer, my wife pays no tax.
I no longer have to do a tax return due to my circumstances not having changed etc.
If my wife takes out Pensioner bonds how does she claim back tax?
Do I have to fill out the "complete" R40 or R85 form to claim back the tax?? and then start doing annual returns again ?
Thanks

mgdavid

if they are her Bonds why would you be involved in filling in forms to reclaim tax?

xylophone

Your wife completes R40.

https://www.gov.uk/government/publications/income-tax-claim-for-repayment-of-tax-deducted-from-savings-and-investments-r40

129acbd4

mgdavid wrote: »

if they are her Bonds why would you be involved in filling in forms to reclaim tax?

Dont they pay interest with "tax deducted" ?

129acbd4

Thanks xylophone, do you mean the whole form !?

mgdavid

129acbd4 wrote: »

Dont they pay interest with "tax deducted" ?

my post amended to show emphasis that otherwise seems to have gone over your head !

xylophone

https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/366957/r40.pdf

Complete the above. Where the sections are not relevant to your wife, she leaves them blank just as you would have done when you were completing your own tax return.

129acbd4

mgdavid wrote: »

my post amended to show emphasis that otherwise seems to have gone over your head !

You are clearly much cleverer than I am, but thanks anyway !!