HMRC and Final Estate Calculation

Ratty987

Hi - I am the executor of a relatively straightforward estate. The date of death was late December and probate was granted late January - no property to sell but quite high ISA balances etc. There is no IHT due.
HMRC wrote to me in mid January, stating that they would send a final Income Tax calculation within eight weeks and that there was nothing I needed to do. That deadline came and went and I chased them up after three months. 
HMRC then told me they were waiting for confirmation from a private pension provider as to the  amount paid in the tax year. They wouldn't confirm which provider this was (so I could chase them up), but would send me a list of the statements HMRC had received so far, so I knew which one was missing. We agreed that there were only three private pensions so it wouldn't be difficult to work out the missing one.
To be fair, HMRC did provide that info swiftly, but all three providers were listed,with balances and tax deducted etc. This also agreed with statements the pension providers had sent me.In other words, there was nothing missing!
I spoke to HMRC again, who repeated that they were waiting for pension info - when I said that they had the details as they had in fact provided them to me in the letter, they then changed their tune and said they were waiting for interest paid on savings accounts.
They said it was up to me to request that information directly from the various banks/building societies,  and until I had provided that, they could not finalise the account.
This contradicts their first letter, where they said that no information was required from me.
I also thought HMRC could access savings interest figures directly (we are talking High Street Banks and National Savings).
Do I have to chase up these statements? HMRC are not filling me with confidence as they don't seem to know what they need! 
Any thoughts gratefully received!
Thank you 

Dazed_and_C0nfused

Ratty987 said:

Hi - I am the executor of a relatively straightforward estate. The date of death was late December and probate was granted late January - no property to sell but quite high ISA balances etc. There is no IHT due.
HMRC wrote to me in mid January, stating that they would send a final Income Tax calculation within eight weeks and that there was nothing I needed to do. That deadline came and went and I chased them up after three months. 
HMRC then told me they were waiting for confirmation from a private pension provider as to the  amount paid in the tax year. They wouldn't confirm which provider this was (so I could chase them up), but would send me a list of the statements HMRC had received so far, so I knew which one was missing. We agreed that there were only three private pensions so it wouldn't be difficult to work out the missing one.
To be fair, HMRC did provide that info swiftly, but all three providers were listed,with balances and tax deducted etc. This also agreed with statements the pension providers had sent me.In other words, there was nothing missing!
I spoke to HMRC again, who repeated that they were waiting for pension info - when I said that they had the details as they had in fact provided them to me in the letter, they then changed their tune and said they were waiting for interest paid on savings accounts.
They said it was up to me to request that information directly from the various banks/building societies,  and until I had provided that, they could not finalise the account.
This contradicts their first letter, where they said that no information was required from me.
I also thought HMRC could access savings interest figures directly (we are talking High Street Banks and National Savings).
Do I have to chase up these statements? HMRC are not filling me with confidence as they don't seem to know what they need! 
Any thoughts gratefully received!
Thank you 

No you don't need to do anything.  But if you make that choice it might be another 6 months before HMRC have received and processed all the data from the banks and review the 2024-25 tax year.

The banks don't even have to send it to HMRC until the end of this month.

Ratty987

Dazed_and_C0nfused said:

Ratty987 said:

Hi - I am the executor of a relatively straightforward estate. The date of death was late December and probate was granted late January - no property to sell but quite high ISA balances etc. There is no IHT due.
HMRC wrote to me in mid January, stating that they would send a final Income Tax calculation within eight weeks and that there was nothing I needed to do. That deadline came and went and I chased them up after three months. 
HMRC then told me they were waiting for confirmation from a private pension provider as to the  amount paid in the tax year. They wouldn't confirm which provider this was (so I could chase them up), but would send me a list of the statements HMRC had received so far, so I knew which one was missing. We agreed that there were only three private pensions so it wouldn't be difficult to work out the missing one.
To be fair, HMRC did provide that info swiftly, but all three providers were listed,with balances and tax deducted etc. This also agreed with statements the pension providers had sent me.In other words, there was nothing missing!
I spoke to HMRC again, who repeated that they were waiting for pension info - when I said that they had the details as they had in fact provided them to me in the letter, they then changed their tune and said they were waiting for interest paid on savings accounts.
They said it was up to me to request that information directly from the various banks/building societies,  and until I had provided that, they could not finalise the account.
This contradicts their first letter, where they said that no information was required from me.
I also thought HMRC could access savings interest figures directly (we are talking High Street Banks and National Savings).
Do I have to chase up these statements? HMRC are not filling me with confidence as they don't seem to know what they need! 
Any thoughts gratefully received!
Thank you 

No you don't need to do anything.  But if you make that choice it might be another 6 months before HMRC have received and processed all the data from the banks and review the 2024-25 tax year.

The banks don't even have to send it to HMRC until the end of this month.

Thanks for that  - but surely if that is the case then HMRC could never be in a position to finalise the account with the original eight weeks that they indicated! They really seem quite clueless, given this is what they do 24/7?!