Where to find the annual payment amount for state pension when completing a Self Assessment tax ret

diystarter7

Morning

I help my parents with their self-assessment and last year I completed their returns on the 7th of April.

I must have got the figures from somewhere but can't recall where.

Looking at my stepmothers self assessment, she is not of retirement age, her company pension amount for 2021 & 2022 cn be already seen on her self assessment we noted.

Thanks

dunstonh

I must have got the figures from somewhere but can't recall where.

Bank statements.    State pension only changes once a year and is paid 13 times over the year (if four weekly).

MallyGirl

are you saying - where are the figures for what they did receive? It will be in their bank records.

Your post is a bit confusing - can you add a bit more detail?

diystarter7

Thank you but is there nothing like a P60 or a letter, an online portal where you can see the amount. I may be wrong, but vaguely recall the figures already being on the self-assessment.

Where I have calculated the interest as it is well below 1k I often put in a few pounds extra just in case.

Thanks for your help.

dunstonh

Thank you but is there nothing like a P60 or a letter, an online portal where you can see the amount. I may be wrong, but vaguely recall the figures already being on the self-assessment.

There is no P60 as the state pension doesn't go through a payroll system.

HMRC usually include it on the annual tax code notification.

xylophone

Thank you but is there nothing like a P60 

No P60 for state pension.

Your father should have a letter from DWP (dated around March 2021) to show his entitlement to SP 2021/22.

The Self Assessment Notes say

Box 8 State PensionUse the letter ‘About the general increase in benefits’ that the Pension Service sent you to find your weekly State Pension amount.Add up the amount you were entitled to receive from 6 April 2021 to 5 April 2022 and put the total in box 8. Do not include any amount you received for Attendance Allowance.

If your State Pension changed during the year or you only received it for part of the year, multiply each amount by the number of weeks that you were entitled to receive it. Add up your amounts carefully. 

If you do not have the letter from the Pension Service, phone them on 0800 731 0469 (textphone 0800 731 0464) and ask them for the information.

If you received a lump sum because you deferred your State Pension from an earlier year, put the amount in box 9, not in box 8.

JGB1955

My SA form was pre-populated with a nice, neat, £9K.  I reckon it was about £5 out (in HMRC's favour) but I couldn't be bothered to change it.  I suspect they need my £1 more than I do!

diystarter7

Thank you all. It was pre-populated last year when I completed the return for them but not this year. 
I will try later again today or tomorrow and if still not there I will phone them

dunstonh

Any reason why the quickest option of looking at the bank statement, or the state pension amendment letter is not a viable option for you?   I would have thought both of those are a lot quicker.

molerat

Bank statements will not show the TAXABLE state pension amounts for the year, only what is paid and the notification letter only shows the weekly amount.  Convention will be that you accrue 51 weeks new and 1 week old in a tax year which is the amount used when determining the tax code.  You will only see that amount in your on line tax account in the current year, it is removed once the year ends.

Marcon

diystarter7 said:

Thank you all. It was pre-populated last year when I completed the return for them but not this year. 
I will try later again today or tomorrow and if still not there I will phone them

Have a look at last month's bank statement and multiply that figure by 13. You'll be out by a few pounds, but that's hardly worth fretting about.