is universal credit a state benefit?

newbee007

It might be silly question, I know

I am doing my Self Assessment for year 2016/17. For few months I was employed and also self-employed. Then I have had to stop working and went for Universal Credit.

One of the question in Self Assesment is "Did you receive any UK pensions, annuities or state benefits, for example, state pension, occupational pension, retirement annuity, Incapacity Benefit?" Does it count UC? If so, how to calculate "amount I was entitled to receive in the year, not the weekly or 4 weekly amount"?

TELLIT01

Yes, Universal Credit is a 'state benefit'.

theartfullodger

newbee007 wrote: »

.... If so, how to calculate "amount I was entitled to receive in the year, not the weekly or 4 weekly amount"?

Yes, it's a state benefit:

How do you calculate? Look at your bank statements or award letter(s) and work out how much you received between 06/04/2016 & 05/04/2017.

(What's odd is I'm doing my SA also: I get 6 benefits (I'm old) - including state pension - and other pensions and in previous years needed to add up those. This year I'd done so, got to that section of SA & found "they" knew what I'd received, thankfully not making the basic sums error I had. System might well already have a figure for you .... )

Ain't self assessment "fun"! (You didn't ask, I'm merely curious, what other income do you have requiring SA ??)

Best regards.

sammyjammy

UC is not a taxable benefit so I wouldn't count it for self assessment purposes. Those examples you have given are taxable.


I think you asked the wrong question, some state benefits are taxable others are not.

Darksparkle

As said, only taxable state benefits are relevant for self assessment. IC isn’t taxable. A full list of taxable/non taxable state benefits are on the gov site. It also confirms UC isn’t included on the SA notes.