Help with reclaiming tax paid on a NEST pension lump sum please.
My wife took her entire NEST pot as a lump sum near the end of 22-23 Tax Year.
She is hoping to get a tax rebate asap, although the gov.uk site does say that letters go out from June to end November.
She has previously been unable to get through over phone to HMRC, so i tried to help her out via online. Went through process and form P53Z was advised, so she signed onto tax account. However its a bit confusing because she works for a different employer now ( finished at previous employee at end May 2023 ) and the form is talking about how much she will earn this tax year... she has a P60 from previous job, and a P45 for the pension payment, but as i say we are a bit confused as to what details to put on the form ?
Advice appreciated, she will try phoning them in morning, otherwise maybe have to wait it out and see if a form arrives ?
★ ★ ★ Meet your Ambassadors
- All Categories
- 338.8K Banking & Borrowing
- 248.6K Reduce Debt & Boost Income
- 447.6K Spending & Discounts
- 230.7K Work, Benefits & Business
- 600.9K Mortgages, Homes & Bills
- 171.1K Life & Family
- 244K Travel & Transport
- 1.5M Hobbies & Leisure
- 15.9K Discuss & Feedback
- 15.1K Coronavirus Support Boards