Dividends and Self Assessment

Following an inheritance last year I am having to declare dividend income for the first time and am struggling with what goes where on the self assessment form. I am a basic rate tax payer, have no other income from interest or property and the dividend income is well below the £2000 threshold.

The figures I have from AJ Bell are:

UK Authorised Unit Trusts and OEIC interest - £163.43

UK Deposit interest - £3.60

UK Authorised Unit Trusts and OEIC dividends - £557.09

PIDs (paid by UK REITS) £512.45 (income tax - £102.49)

I can see where the £557.09 needs to go in the Dividends section of the form, but am stumped by the rest - can someone point me in the right direction please ?


Meet your Ambassadors


  • All Categories
  • 341.7K Banking & Borrowing
  • 249.7K Reduce Debt & Boost Income
  • 449.2K Spending & Discounts
  • 233.9K Work, Benefits & Business
  • 606K Mortgages, Homes & Bills
  • 172.5K Life & Family
  • 246.8K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 15.8K Discuss & Feedback
  • 15.1K Coronavirus Support Boards