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!
Baffled by tax certificate on dividends
monty_pylon
Posts: 24 Forumite
in Cutting tax
Hi
I am completing a tax return for 16/17 and struggling with box 5, the 'other dividends' section that includes Unit Trusts, OEICs etc. My wife and I have a joint investment of such funds through Aegon and I have found the tax summary statement. The 'total dividend distributions' was £380, which (my half share of) would seem to be the amount to declare. However also on the statement is a certificate of deduction of tax, which lists 'Rebates' at £69, tax deducted £13, net £55.
What is this Rebate and where (if anywhere) would it fit into the tax return? My income for the tax year will be less than 10k so if I have paid even £13 tax unnecessarily I would aim to reclaim it.
Hope someone can help!
Thanks
I am completing a tax return for 16/17 and struggling with box 5, the 'other dividends' section that includes Unit Trusts, OEICs etc. My wife and I have a joint investment of such funds through Aegon and I have found the tax summary statement. The 'total dividend distributions' was £380, which (my half share of) would seem to be the amount to declare. However also on the statement is a certificate of deduction of tax, which lists 'Rebates' at £69, tax deducted £13, net £55.
What is this Rebate and where (if anywhere) would it fit into the tax return? My income for the tax year will be less than 10k so if I have paid even £13 tax unnecessarily I would aim to reclaim it.
Hope someone can help!
Thanks
0
Comments
-
Boxes 17 & 19 are what you need!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