Quick question re claiming back higher rate relief

BoxerfanUK

Hi all, just drafting a letter to HMRC to try and claim back higher rate relief for my OH and just wanted to double check something.

On 13th March 2019 she made a single contribution into her employer pension scheme of £21,045.33. The pension provider added basic rate relief of £5,261.33 to make a total gross contribution of £26,306.66

In the letter to HMRC do we state the gross contribution figure as the amount paid?

Is there anything else we need to put in the letter apart from her NI number. Should we include the pension provider policy number? Anything else?

Thank you.

rnj

I just phoned hmrc and they changed my tax code was done in 10mins.

Dazed_and_confused

The op is attempting to claim pension tax relief for 2018:19.

HMRC do not allow pension tax relief for one tax year in the tax code of a different tax year.

Op, it would probably be wise to provide HMRC with both the net and gross figures. That avoids any ambiguity.

And yes, you will need her P60 and details of any other taxable income received in the year. Such as company benefits or savings interest. From other threads it seems HMRC will probably want you to supply details of the sort code and bank account number for each account.

BoxerfanUK

rnj wrote: »

I just phoned hmrc and they changed my tax code was done in 10mins.

Thanks, but I read somewhere that if the amounts involved are over 10K you have to write to them.

BoxerfanUK

Dazed_and_confused wrote: »

The op is attempting to claim pension tax relief for 2018:19.

HMRC do not allow pension tax relief for one tax year in the tax code of a different tax year.

Op, it would probably be wise to provide HMRC with both the net and gross figures. That avoids any ambiguity.

And yes, you will need her P60 and details of any other taxable income received in the year. Such as company benefits or savings interest. From other threads it seems HMRC will probably want you to supply details of the sort code and bank account number for each account.

Thanks as always D&C.

I take it she will need to enclose a copy of her P60 (when she gets it) with the letter?

When you say account no's and sort codes do you mean for her savings interest (only one joint account), or do you mean the account details for the account she paid the single contribution from?

She doesn't have any other income although she has BIK medical insurance for which her tax code is adjusted for.

Dazed_and_confused

Yes, copy of P60 and her P11D (the coding adjustment is just a provisional estimate).

The bank details are for any account she gets taxable savings interest from i.e. not an ISA.

BoxerfanUK

Dazed_and_confused wrote: »

Yes, copy of P60 and her P11D (the coding adjustment is just a provisional estimate).

The bank details are for any account she gets taxable savings interest from i.e. not an ISA.

Thanks again :beer:

Skibunny40

I need to do this and thought I had to fill in a self-assessment form - but I can just send a letter instead? Seems a lot easier!

BoxerfanUK

Skibunny40 wrote: »

I need to do this and thought I had to fill in a self-assessment form - but I can just send a letter instead? Seems a lot easier!

See below, courtesy of another poster who made me aware of it.

https://forums.moneysavingexpert.com/discussion/5965768/call-hmrc-for-claiming-pension-tax-relief&highlight=pension+tax+rel%20%20ief

SoozyJ22

When I write to them I include my P60, P11D and a contributions statement for the tax year from my pension company - I'm with Standard Life and can request that easily from my online account. Where possible I include both gross and net amounts to try and avoid any confusion.

xylophone

Has your wife accessed her Personal Tax Account?

https://www.gov.uk/personal-tax-account