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

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked them for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Roland70

Thanks for the advice, last week both the advisors I eventually spoke to were vague and reluctant to give me amounts on the phone, neither offered to send me a summary.  Last year I asked HMRC for details held and in due course received a letter stating the total amount of interest was a certain sum - which I had actually advised THEM of by letter previously! Not an itemised list which is what I wanted!

Imelda

They wouldn't let me do a self assessment tax return as I do not meet the criteria.

Roland70

Sorry for multiple posts; it kept saying Gateway Timeout, try again!!!!!

RG2015

Roland70 said:

Sorry for multiple posts; it kept saying Gateway Timeout, try again!!!!!

You can click on the circle at the top right of a post and delete the extra ones.

polymaff

2010 said:

polymaff said:

This is getting beyond masochistic.

You don't have to use PTAs or BTAs.

Until we all drown under the forthcoming "MTD for Income Tax", if you have income to report to HMRC - try using Self Assessment.

If they`ll let you.
https://www.gov.uk/check-if-you-need-tax-return

Imelda said:

They wouldn't let me do a self assessment tax return as I do not meet the criteria.

You have a right - enshrined in law - to submit a return.  Last time I checked, the number of voluntary returns was in hundreds of thousands per annum

https://www.gov.uk/hmrc-internal-manuals/self-assessment-manual/sam121140

Imelda

How strange! The adviser today was adamant that I couldn't do one.  
In the past (over 10 years ago) I had to submit a return every year, then I received a letter telling me I didn't need to as my income had dropped. I cannot even log in to the SA part of the personal tax account now. I asked for it to be reset when I telephoned last October and they told me then that it couldn't be re set unless I had to do a SA return.

In fairness my taxable interest for the 2021/2022 tax year will be less than £1k and so I only have one more year of this performance (it hasn't affected me before the 2019/2020 tax year).
I wonder how many other people have been affected by this but just blindly accept HMRC's figures?