Help with P50Z HMRC Form

deanbwfc

Hi, i'm after some help please. My dads taken his full pension pot after deciding to retire. He was made redundant in 2012, he claimed job seekers allowance for a short time in 2013 but nothing since and hasn't received any income of nay kind since then.

I've downloaded the P50Z HMRC form to see if he is due any tax back on his pension (he was hit with a big tax cost with taking the whole pot) I've filled out the form but just need some help on section 9 and 15 of the form...


In section 9 of the P50Z form do I tick yes or no 'have Ihad any income since leaving my last employment' do those benefits in 2013count? That's the only income he received.
In section 15 have I claimed any taxable benefits? He did but in 2013 sodo I tick yes or no? Thanks in advance

jem16

The form is only interested in this tax year so anything before 6th April doesn't need to be entered on the form. So the answer to both questions is no.

deanbwfc

Brilliant, thanks!