10K Probate administration interest threshhold / SA900 Estates and Trust

DemeSon

Dad died end March 2023.
His estate at death was all cash bar a few  care home belongings. 
 We sold his property in Aug 2022 and put this and his other funds that were in current accounts into  interest earning savings accounts in his name. There were some refunds to be completed and an ammendement  but we got grant of probate in Oct 23  with a paid tax bill of approx £500K

I have distributed the majority of the estate holding back a sum plus some extra for risk  to cover tax on interest during the administration period.
I've now been advised by HMRC after review we are now a complex estate because the interest earned in the administration period exceeded £10K  (it was approx £10.4K).
 I must submit a trust and estate SA900 for 22/23 and 23/24    I've missed the paper deadline for 22/23 but could hit the software deadline of Jan 24th. 

SA900 a big and complex form and a search of this forum reveal only one question way back in 2008 (probably because thats the last time people actually earned any saving interest) .

I've got to do  a lot of work for very little tax liability.
In my simple calculation  we owe two weeks administration tax in 22/23 and 6 months administration tax between April and October in 23/24. 
But is the whole of 22/23 now treated and recalculated  under the trust and estate rules?  Example: Allowances are different eg capital gains allowance is 3K not 6K? So we would owe tax on £5K interest earned which was  assessed as tax free under his personal allowances.  Is the house sale now income ?  That seems neither fair or reasonable. 
Any tips suggestions or guidance would be appreciated.
Also  if anyone has done a SA900 online  advice or guidance on which software package to use would be appreciated.  


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Marcon

There's a good and up to date summary of what SA900 is all about here: https://www.protaxaccountant.co.uk/post/form-sa900

You might think about getting some professional help to complete it. Clearly the estate has the funds to pay (given the size of the IHT bill) and it could save you a lot of headaches.

DemeSon

Thanks for that.
"Completing the SA900 form for any income the estate receives during the administration period"

That's the answer to my question I think. 
 Based on that I just need to show on two SA900's  interest earned for two weeks 22/23 and 7 months of  23/24 with tax calculated at 20%. 
It took a couple of hours holding on the phone but the HMRC helpline seems to agree.