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Confused about form P55, claiming tax back from pension
Aviva have sent me an email saying to phone up HMRC and quote their employment ref along with my NI number to claim back. I did this using the online form P55 in December but suffer memory issues (not dementia) and can't remember how I did it.
I have two choices, fill out the section
which I feel is the wrong section as it implies I'm getting a regular income, however that section does allow me to put in Avivas employment ref number
or
which I would have thought is what I have done as it's another lump sum taken from a drawdown pension, but this section simply asks for the Pension providers name, the amount I took out and the amount of tax they took off, it does not allow me to put in their employment ref code.
Should I just fill out the flexability section? If I click on the PAYE section of my HMRC account, it shows the payment Aviva made to me today.
I did try phoning HMRC (which understandably is a bad idea at this present time) , after listening to 10 mins of virus/self employed... advice, after taking my details and security checking me, I got put through to wait for an adviser, then got a message they are too busy, phone back later and was cut off.
Many thanks
Who will we blame then?
Comments
-
just found this thread which says to use 2nd option
https://forums.moneysavingexpert.com/discussion/5985905/help-filling-in-form-p55-tax-back-from-drawdown
The way things are going, soon we are all going to be victims of something or other.
Who will we blame then?0
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