Online self assessment registration for pensioners - deadline?

jem16

itm2 wrote: »

No - that's the thing. She's never registered for online filing, so we have no idea why HMRC think she has a UTR. If she genuinely did have one then I would expect it to be shown on her tax return form from last year (or previous years), but it wasn't.

Self assessment is a tax return - your mother already completes this, normally in paper form. As she has completed SA before she will have a UTR.

Now all she has to do is register for online filing. Her UTR should have been on the letter that asked her to complete a tax return.

itm2

jem16 wrote: »

Self assessment is a tax return - your mother already completes this, normally in paper form. As she has completed SA before she will have a UTR.

Now all she has to do is register for online filing. Her UTR should have been on the letter that asked her to complete a tax return.

She no longer has the letter or return form for this year (they have been lost), but she has copies of all previous return forms and none have the UTR on them (which I believe they should if the taxpayer actually has a UTR - my own UTR is printed at the top of my return form for example).

jem16

itm2 wrote: »

She no longer has the letter or return form for this year (they have been lost), but she has copies of all previous return forms and none have the UTR on them (which I believe they should if the taxpayer actually has a UTR - my own UTR is printed at the top of my return form for example).

Assuming it was a pre-printed form from HMRC that she completed - as opposed to one downloaded - then yes I would expect to see it. It was even on the short tax return my Dad used to have to complete.

Was it definitely a tax return she completed and not simply the form for reclaiming interest - ie R40?

However she definitely will have one and it sounds like the only way to get it is via HMRC - phone around 7:45am.

itm2

jem16 wrote: »

Assuming it was a pre-printed form from HMRC that she completed - as opposed to one downloaded - then yes I would expect to see it. It was even on the short tax return my Dad used to have to complete.

Was it definitely a tax return she completed and not simply the form for reclaiming interest - ie R40?

However she definitely will have one and it sounds like the only way to get it is via HMRC - phone around 7:45am.

Actually it was indeed an R40, not the normal tax return form, but it was a pre-printed form so presumably would have shown her UTR if it existed?

jem16

itm2 wrote: »

Actually it was indeed an R40, not the normal tax return form, but it was a pre-printed form so presumably would have shown her UTR if it existed?

If it always has been the R40 that was completed, then no SA record would have been created and therefore no UTR.

Just download another R40 for your Mum - https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/419506/R40_M__internet_v2.0.pdf - and leave the Tax reference blank.

There's no deadline for that form.

Then get onto the banks etc and complete form R85 to register her for gross interest assuming her total income is less than £15,600?

itm2

jem16 wrote: »

If it always has been the R40 that was completed, then no SA record would have been created and therefore no UTR.

Just download another R40 for your Mum - https://www.gov.uk/government/uploads/system/uploads/attachment_data/file/419506/R40_M__internet_v2.0.pdf - and leave the Tax reference blank.

There's no deadline for that form.

Then get onto the banks etc and complete form R85 to register her for gross interest assuming her total income is less than £15,600?

Thanks for that - I should have spotted that it was an R40 and not a normal tax return form. So there's no deadline for submitting R40? Excellent!

Mr_DB

You have 4 years to reclaim a refund so there is no rush to get the form submitted.

You should be able to download an R40 form from the gov uk website. The only reference your mother will need is the National Insurance number.