2024/2025 SIPP contributions

tribetown

I am filling in my self assessment form and I need to fill in my pension contributions for the 2024/2025 tax year.
on ii, I can see the current year contributions but not the previous tax year.

I can see my transactions and I made a contribution on 6th March 2024 (so not relevant) but the tax relief was applied on 22nd May 2024, do I include this?

HappyHarry

tribetown said:

I am filling in my self assessment form and I need to fill in my pension contributions for the 2024/2025 tax year.
on ii, I can see the current year contributions but not the previous tax year.

I can see my transactions and I made a contribution on 6th March 2024 (so not relevant) but the tax relief was applied on 22nd May 2024, do I include this?

No you don't - It is the date of the net contribution that is relevant as to which tax year the entire contribution was made in.

edit: corrected!

LHW99

Is there nothing in your SIPP documents / document history?

Kynthia

There might be a better way. However on the app go to your wallet, then select your SIPP at the top. Run a transaction report and you can filter to previous tax year and select to just show your contributions. 

tribetown

HappyHarry said:

tribetown said:

I am filling in my self assessment form and I need to fill in my pension contributions for the 2024/2025 tax year.
on ii, I can see the current year contributions but not the previous tax year.

I can see my transactions and I made a contribution on 6th March 2024 (so not relevant) but the tax relief was applied on 22nd May 2024, do I include this?

No you don't - It is the date of the net contribution that is relevant as to which tax year the entire contribution was made in.

edit: corrected!

Thank-you, I wont include the tax relief applied on 22nd May 2024.

tribetown

LHW99 said:

Is there nothing in your SIPP documents / document history?

No,in "Profile, Document History, SIPP Documents" There is an annual benefit statement for 2023/2024 which was generated on 14 Jan 2025.
Nothing for 2024/2025.

tribetown

Kynthia said:

There might be a better way. However on the app go to your wallet, then select your SIPP at the top. Run a transaction report and you can filter to previous tax year and select to just show your contributions. 

Thaks but I use the desktop version and in SIPP, Transactions, it is not possible to specify contributions.

It was so easy to find on Vanguard which I no longer use.

LHW99

tribetown said:

LHW99 said:

Is there nothing in your SIPP documents / document history?

No,in "Profile, Document History, SIPP Documents" There is an annual benefit statement for 2023/2024 which was generated on 14 Jan 2025.
Nothing for 2024/2025.

If the 2023/2024 document was issued in January this year, it implies the 2024 / 2025 one will appear in January 2026?

I admit, I tend to track deposits and tax refunds in my Excel spreadsheet (geek issue )

tribetown

LHW99 said:

tribetown said:

LHW99 said:

Is there nothing in your SIPP documents / document history?

No,in "Profile, Document History, SIPP Documents" There is an annual benefit statement for 2023/2024 which was generated on 14 Jan 2025.
Nothing for 2024/2025.

If the 2023/2024 document was issued in January this year, it implies the 2024 / 2025 one will appear in January 2026?

I admit, I tend to track deposits and tax refunds in my Excel spreadsheet (geek issue )

Yes, you are correct, that is the conclusion I came to. 

On Vanguard you could see on the main SIPP page how much had been contributed in that tax year and one click for the previous tax year.

No problem, I can work it out now that I know not to include the tax relief (which was applied in 2024/2025) from the previous tax years net contribution.