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IHT and PAYE tax refund
R0bbieS
Posts: 4 Newbie
My late sister is due a PAYE tax refund for the current tax year. I assume this amount is part of her estate and needs to be on the IHT forms. Can someone confirm this (IHT400 box 74)?
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Comments
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I didn't have to do an IHT400 as it was under the IHT limit but I did include it on the online form as an outstanding debt owed to the estate - I'm not sure where I entered it.FYI, I received a cheque from HMRC shortly after the probate was approved but I'm not sure if that was co-incidence or cause and effect (I imagine the former as HMRC wouldn't be aware of whether probate was needed or not )0
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Yes it is, and that is the correct box.0
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Yes, I put it on box 74 - with a note in additional information to say this was am estimate as I’d not received the actual figure at that stage.0
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