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Baffled by tax certificate on dividends
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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
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Boxes 17 & 19 are what you need!0
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