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do I need to do a self assessment?

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  • Brie
    Brie Posts: 14,742 Ambassador
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    Your tax account operates like a credit card bill - there must have been a £10 credit on it. I would have deducted it. In any case I doubt HMRC would have come knocking for a tenner. 
    I'll leave it for a couple of weeks and then take the £10 at that point.  Not going to starve without it or need to turn the heating off!!
    I’m a Forum Ambassador and I support the Forum Team on Debt Free Wannabe, Old Style Money Saving and Pensions boards.  If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.

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  • DullGreyGuy
    DullGreyGuy Posts: 18,613 Forumite
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    Brie said:
    OK so I've done my tax return.  Difficult as I don't have all the information and can't see where it would be available.  Like interest payments as none of my online banking allows me to go back far enough to get the info.  Haven't been sent anything by anyone either so I'm basically pulling figures out of mid air which isn't optimal.  
    All 6 banks we use online create an annual interest statement around may time, some can be trickier to find than others as some do it at account level and others do it at person level and these are held for years. 
  • Brie
    Brie Posts: 14,742 Ambassador
    Part of the Furniture 10,000 Posts Photogenic Name Dropper
    Brie said:
    OK so I've done my tax return.  Difficult as I don't have all the information and can't see where it would be available.  Like interest payments as none of my online banking allows me to go back far enough to get the info.  Haven't been sent anything by anyone either so I'm basically pulling figures out of mid air which isn't optimal.  
    All 6 banks we use online create an annual interest statement around may time, some can be trickier to find than others as some do it at account level and others do it at person level and these are held for years. 
    Strangely I can't remember getting anything from Barclays.  And I know there was nothing from my foreign account even if it would have been for the wrong time period.  I'll wait and see if they come back and ask questions.
    I’m a Forum Ambassador and I support the Forum Team on Debt Free Wannabe, Old Style Money Saving and Pensions boards.  If you need any help on these boards, do let me know. Please note that Ambassadors are not moderators. Any posts you spot in breach of the Forum Rules should be reported via the report button, or by emailing forumteam@moneysavingexpert.com. All views are my own and not the official line of MoneySavingExpert.

    Click on this link for a Statement of Accounts that can be posted on the DebtFree Wannabe board:  https://lemonfool.co.uk/financecalculators/soa.php

    Check your state pension on: Check your State Pension forecast - GOV.UK

    "Never retract, never explain, never apologise; get things done and let them howl.”  Nellie McClung
    ⭐️🏅😇
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