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Tax Return - Unit Trust Dividends

I am in the process of completing my tax return and have a question on Unit Trust Dividends with a HL Fund and Share Account.

When completing the Dividends Section do I enter the Amount Received in the Authorised Unit Trusts and Open Ended Investments?

On the next page "Other UK income" which box do you complete:
  • Interest from gilt edge and other UK securities, deeply discounted securities and accrued income profits
  • Life insurance gains
  • Stock dividends,Bonus issues of securities and redeemable shares and close company loans written off or released
  • Business receipts taxed as income of an earlier year
  • Share schemes income
  • Employment lump sums, compensation and deductions and certain post-employment income
  • Any other income

Comments

  • First question - Yes

    Second question - completely separate area - are any of the example income sources relevant to you?
  • nxdmsandkaskdjaqd
    nxdmsandkaskdjaqd Posts: 849 Forumite
    Part of the Furniture 500 Posts Name Dropper
    edited 22 January 2024 at 2:51PM
    completely separate area - are any of the example income sources relevant to you?

    You have to tick one box, but which one for Unit Trusts within a non ISA Fund and Share Account?
  • You must have ticked the box to say that you have 'other UK income' when you did not need to.

    Unit Trusts goes in the main return under other dividends
This discussion has been closed.
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