PPI Tax and ESA

steven0121

Hi, sorry for this question, but i cant find an answer and it might not appply to me, but thought I should ask, as I dont like using the food banks.



In July 2017, I got a PPI refund, just under £3000, (used to pay off an overdraft if that matters), and paid just over £300 UK Witholding Tax.

Am I able to claim this back? If so do I fill in the P40 using the info on my p60U and the details on the refund breakdown, or is this a silly question?
Any help would be appreciated

BoGoF

If your total taxable income including the interest is below your tax free allowance then you will get all the tax back. I assume you mean R40 and not P40, yes complete this from the info you have.

steven0121

Thanks for the fast reply, the only money I got that financal year was ESA, yes sorry R40, thanks I'll send the form, if I get anything it would make a huge difference. Thanks again.

BoGoF

Sounds like you will get the full £300 back then. I think you may be able to do the claim online via your personal tax account at gov.uk. This would be quicker than sending the form by post.

steven0121

Thanks again, I'll give the online claim a go. Really appreciate your help.

steven0121

To complete the thread, I have just reecieved refund in full, many thanks BoGoF, hugely appreciate your help..