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HMRC portal says tax paid is correct for 2023-24

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Just60
Just60 Posts: 22 Forumite
Fifth Anniversary 10 Posts Photogenic
I retired one month into the 23-24 tax year and now have a civil service pension. I believe that have paid about £3k too much tax, but the HMRC portal says it is correct. There is no access to a detailed breakdown other than for 24-25 (where the estimate is only 50% of the sum I paid up to end March 2024 - so likely to be incorrect too!)
Is this likely to be a blip, which will sort itself out as refunds are calculated over the next couple of months.  It's so frustrating that the breakdown for all years is not visible on the personal account.  

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  • sheramber
    sheramber Posts: 22,605 Forumite
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    What is your income and tax figures for 23/24?
  • Just60
    Just60 Posts: 22 Forumite
    Fifth Anniversary 10 Posts Photogenic
    sheramber said:
    What is your income and tax figures for 23/24?
    c. £16k tax on c.£55k income.
  • [Deleted User]
    [Deleted User] Posts: 0 Newbie
    500 Posts Name Dropper
    edited 7 April 2024 at 3:52PM
    Just60 said:
    sheramber said:
    What is your income and tax figures for 23/24?
    c. £16k tax on c.£55k income.
    Tax due on £55000 is £9432. Something amiss!

    I have some doubts that the HMRC portal shows tax as ‘correct’ 
  • penners324
    penners324 Posts: 3,516 Forumite
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    Surely the monthly payments are available online?
  • molerat
    molerat Posts: 34,632 Forumite
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    edited 7 April 2024 at 5:05PM
    Detailed breakdown for all income streams should be showing in "View and print Income Tax and employment history", "View 2023 to 2024 tax year summary".
    The statement about paying the correct tax for the just past year does not normally show until well into the new year.
  • Just60
    Just60 Posts: 22 Forumite
    Fifth Anniversary 10 Posts Photogenic
    Thanks all. Re-checked and (several of) you are correct about it not showing yet. There is a hperlink to 23-24 data, but I had not spotted that this in fact took me to the 22-23 page.  I will be patient for a few weeks to see what naturally sorts itself out. 
  • Just60 said:
    I retired one month into the 23-24 tax year and now have a civil service pension. I believe that have paid about £3k too much tax, but the HMRC portal says it is correct. There is no access to a detailed breakdown other than for 24-25 (where the estimate is only 50% of the sum I paid up to end March 2024 - so likely to be incorrect too!)
    Is this likely to be a blip, which will sort itself out as refunds are calculated over the next couple of months.  It's so frustrating that the breakdown for all years is not visible on the personal account.  
    Employers have until 19 April to file their final payroll submissions so I cannot imagine HMRC have started their annual review process just yet.
  • Rossie64
    Rossie64 Posts: 9 Forumite
    Fourth Anniversary Photogenic First Post
    HMRC can take months to check your tax liability for the previous year. If I was you I’d follow this up yourself rather than waiting otherwise you’ll be out of pocket for a while. There’s an online link on the HMRC site. 
  • molerat
    molerat Posts: 34,632 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    You should have this on your screen now

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