📨 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!

Interest details on HMRC Personal Tax Account. Updated to include how to access interest details.

Options
1585961636477

Comments

  • Dazed_and_C0nfused
    Dazed_and_C0nfused Posts: 17,617 Forumite
    10,000 Posts Fifth Anniversary Name Dropper
    edited 26 October 2020 at 10:27AM
    polymaff said:
    Sea_Shell said:
    ... do I get to transfer £1250 of PA to my husband or is it only 10% of my current PA that gets transferred. Thanks
    What your husband will receive is a reduction of up to £1,250 of the tax he owes for the financial year concerned, not an adjustment to his PA.

    He wishes :smile:

    It's £250!!
  • polymaff
    polymaff Posts: 3,950 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    polymaff said:
    Sea_Shell said:
    ... do I get to transfer £1250 of PA to my husband or is it only 10% of my current PA that gets transferred. Thanks
    What your husband will receive is a reduction of up to £1,250 of the tax he owes for the financial year concerned, not an adjustment to his PA.

    He wishes :smile:

    It's £250!!
    Yep, already spotted and re-written.
  • Sea_Shell
    Sea_Shell Posts: 10,028 Forumite
    Tenth Anniversary 1,000 Posts Photogenic Name Dropper
    I've started a new thread in the Tax forum, so i'll respond over there.

    Thanks
    How's it going, AKA, Nutwatch? - 12 month spends to date = 2.60% of current retirement "pot" (as at end May 2025)
  • Chickereeeee
    Chickereeeee Posts: 1,286 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    edited 26 October 2020 at 12:34PM
    Imelda said:
    I just get this every time I try to use my government gateway ID to log into self assessment.
    The person I spoke to at HMRC said I did not have another account and that was it, end of help. Should I just apply for a new SA log in?
    I still have the same email address and have done all the resetting I can do- it just leads to the telephone number which I used and got nowhere.
    | got this message a while ago when I forgot my login password. I did the 'resetting' thing, thinking I was getting new details to access my account. However, what it was actually doing was setting up a new ID. So I had a new ID and password, but that would not allow me to access my tax account - I got the same message as you. Luckily, I remembered my old password details, and - using my old ID - gained access to my account again.
    Maybe you did the same thing? Can you remember the original "Government Gateway user ID" you used back in 2008? If so you should be able to get a new password for it.


  • Imelda
    Imelda Posts: 1,402 Forumite
    Part of the Furniture 1,000 Posts Name Dropper Combo Breaker
    Unfortunately, no, I cannot find my old details. I have even been through a box of old papers in the loft. I can find the letter telling me I no longer need to do SA returns but not my old gateway ID.
    Saving for an early retirement!
  • Imelda said:
    Unfortunately, no, I cannot find my old details. I have even been through a box of old papers in the loft. I can find the letter telling me I no longer need to do SA returns but not my old gateway ID.

    If you are that determined to pay the additional tax the simplest thing to do would just be to send a cheque to HMRC with a brief note explaining it is for what you think is due not what HMRC say is due.
  • caveman38
    caveman38 Posts: 1,311 Forumite
    Part of the Furniture 1,000 Posts Photogenic
    If one contacts HMRC either by phone or chat. Can you ask them to send you by email or post a copy of "Estimated interest on savings between 6 April 2020 and 5 April 2021". This is the information that we used to be able to download ourselves. That same information will be used for forecasting 21/22 tax code. If you can, then you have the opportunity to  confirm that the figures are right and accounts active before you ring them again to inform them of closures and amended figures.
  • You should be able to although I suspect it would only be sent by post not email.

    If they didn't then everyone would simply make a DPA request.

  • Imelda said:

    Nationwide, Coventry and Tesco have reported correctly.
    NS&I have not reported all my annual bond interest (but have for my direct saver and for one bond).
    First Direct/ HSBC (both banks) have reported nothing.
    Kent Reliance (onesavings?) have reported nothing.
    Marcus (Goldman Sachs) have reported nothing.
    I have now received my list of interest payments from HMRC.

    The following were missing from my list:

    Leeds Building Society
    Marcus /Goldman Sachs
    NS&I Bonds (3 accounts)
    Post Office /Bank of Ireland (2 accounts)
    Yorkshire Building Society

    My Kent Reliance account was listed but under 'ONESAVINGS BANK PLC'

  • polymaff
    polymaff Posts: 3,950 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Completed Mrs P's and my online SA this afternoon. Just a correction to my earlier comments.  It looks like you can't download an SA302 until after submission of the SA100 now - although the data is all there on the SA "View your calculation" page - which is available at stage 6 of the SA.
    Took 20 minutes to do both - including dealing with an emergency yell from Mrs. P - "I can't log into the GP website!". ... ;)
Meet your Ambassadors

🚀 Getting Started

Hi new member!

Our Getting Started Guide will help you get the most out of the Forum

Categories

  • All Categories
  • 351.1K Banking & Borrowing
  • 253.2K Reduce Debt & Boost Income
  • 453.6K Spending & Discounts
  • 244.1K Work, Benefits & Business
  • 599.1K Mortgages, Homes & Bills
  • 177K Life & Family
  • 257.4K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16.1K Discuss & Feedback
  • 37.6K Read-Only Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.