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Tax on pension
rizzo_2
Posts: 25 Forumite
I recently paid tax on three months pension as it was paid in one hit. How do I go about claiming it back?
Many thanks
Many thanks
0
Comments
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Was it in the 2021/22 tax year or 2022/23 tax year?I am an Independent Financial Adviser (IFA). The comments I make are just my opinion and are for discussion purposes only. They are not financial advice and you should not treat them as such. If you feel an area discussed may be relevant to you, then please seek advice from an Independent Financial Adviser local to you.0
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There may well not be anything you need to do, either because there is no refund due or because the pension payer will automatically refund any tax overpaid the next time they make a payment.rizzo_2 said:I recently paid tax on three months pension as it was paid in one hit. How do I go about claiming it back?
Many thanks
If you provide more details it should be possible to explain what you need to do (if anything).0 -
What tax code is being used by the pension payer and how much do you expect to receive in total in the current tax year from this pension by 5 April 2023?0
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