State pension/tax codes

Dazed_and_C0nfused

eastcorkram said:

Dazed_and_C0nfused said:

eastcorkram said:

I'm wary of things that are supposed to happen automatically! I'll keep an eye on it. Earlier this year, I emptied a small DC with fidelity. So 25% tax free, and the rest taxed. They issued a P45 for that in May. They said that automatically goes to HMRC. I can't see any sign of that on my online account. The db is there, and the figure is correct. Nothing else is mentioned. Expected amount of tax for the year is zero, but obviously, that doesn't factor in that SP is starting. Though I already paid around £2,000 tax on that DC. There's no mention of that online, even though that was back in May. Then again, I'm not sure am I meant to be able to see that, or does it not become visible until the year is finished and then they'll list all sources of income in an annual summary. 

What was the leaving date shown on the P45?

HMRC stopped getting P45's from employers and pension payers over 10 years ago now.  They get the payroll data via the Real Time Information system now.

But if the pension was paid during 2025/26 and the pension payer provided a leaving date to match that then I would expect you to be able to see it.

Leaving date on fidelity P45 is 13/05/25

You could try the link someone on the Cutting Tax board posted.  Shows service unavailable at the moment but might be back working after the weekend?

https://account.hmrc.gov.uk/paye/iabd/

https://forums.moneysavingexpert.com/discussion/6635425/p800-for-2024-2025#Comment_81702887

molerat

When both myself and MrsM took pension payments for the first time they were on the portal next day, RTR is pretty much instantaneous, and every time since they appear the same / next day.