We’d like to remind Forumites to please avoid political debate on the Forum.
This is to keep it a safe and useful space for MoneySaving discussions. Threads that are – or become – political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.
📨 Have you signed up to the Forum's new Email Digest yet? Get a selection of trending threads sent straight to your inbox daily, weekly or monthly!
Investment income on Self Assessment

BarkingMad
Posts: 56 Forumite


Hi,
Not sure whether this post should be on the pensions board or this one.
I transferred my SIPP and then my old provider has provided details of a HMRC tax reclaim they have received from my old investments.
They advised me in Nov 2014, and the reclaim relates to 2012/2013 tax year.
The old provider has paid the tax to HMRC and given me the net.
They say "Under currrent HMRC rules this payment is considered an authorised payment. This money should be treated as investment income".
Any ideas how I show this on Self Assessment?
I tried to call the tax man, but the waiting time is terrible.
Thanks
Not sure whether this post should be on the pensions board or this one.
I transferred my SIPP and then my old provider has provided details of a HMRC tax reclaim they have received from my old investments.
They advised me in Nov 2014, and the reclaim relates to 2012/2013 tax year.
The old provider has paid the tax to HMRC and given me the net.
They say "Under currrent HMRC rules this payment is considered an authorised payment. This money should be treated as investment income".
Any ideas how I show this on Self Assessment?
I tried to call the tax man, but the waiting time is terrible.
Thanks
0
This discussion has been closed.
Confirm your email address to Create Threads and Reply

Categories
- All Categories
- 351.7K Banking & Borrowing
- 253.4K Reduce Debt & Boost Income
- 454K Spending & Discounts
- 244.7K Work, Benefits & Business
- 600.1K Mortgages, Homes & Bills
- 177.3K Life & Family
- 258.4K Travel & Transport
- 1.5M Hobbies & Leisure
- 16.2K Discuss & Feedback
- 37.6K Read-Only Boards