We'd like to remind Forumites to please avoid political debate on the Forum. This is to keep it a safe and useful space for MoneySaving discussions. Threads that are - or become - political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

Reclaiming tax paid on joint PPI payment now my husband has died.

Options
hello 
Can anyone help me with my PPI tax reclaim please.   In  February 2018 we had a £2557.97  payment for a PPI claim on a loan taken out some years ago.  A £306.23 deduction was taken for tax.   My husband died in August that year.    It wasn’t until recently I felt I could start to  reclaim the tax    How can I do this (the tax is only shown as a total deduction although we both had to sign to get the payment)?   Do I reclaim the whole amount? Or does it have to be split, if so how do I know what that split would be.    

Comments

  • Dazed_and_C0nfused
    Dazed_and_C0nfused Posts: 14,027 Forumite
    First Anniversary First Post Name Dropper
    edited 7 March 2020 at 2:56PM
    Options
    It is has to be split 50:50.

    As it was paid before he died you can claim back for your late husband (and for yourself).

    You need to complete a form R40 for each of you (unless you (or he) needed to complete Self Assessment returns for that year).
This discussion has been closed.
Meet your Ambassadors

Categories

  • All Categories
  • 344.7K Banking & Borrowing
  • 250.6K Reduce Debt & Boost Income
  • 450.4K Spending & Discounts
  • 236.9K Work, Benefits & Business
  • 610.7K Mortgages, Homes & Bills
  • 173.8K Life & Family
  • 249.6K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 15.9K Discuss & Feedback
  • 15.1K Coronavirus Support Boards