Self Assessment: Baffled by State Pension figures

jem16

https://forums.moneysavingexpert.com/discussion/comment/81974932#Comment_81974932

2025/26 was not a 53 week tax year for me. It was a 52 week year. Everybody is different depending on their payment day.

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/comment/81984756#Comment_81984756

Why on earth would you want it use the 2026/27 rate when completing a 2025/26 tax return 🤷

pinnks

The notes to the tax return explain how to work out your SP amount for tax purposes on page TR7

How to fill in your tax return.

jem16

https://forums.moneysavingexpert.com/discussion/comment/81984902#Comment_81984902

So very clear how it should be calculated and yet the pre-populated figure always uses 52 times the weekly rate.

pinnks

Yep, very annoying. Tax return guidance says 1+51 week, coding guidance says the same, yet the pre-populated figure is wrong. I wonder how many people just accept it? Ultimately it's just a timing issue but still…

jem16

https://forums.moneysavingexpert.com/discussion/comment/81985190#Comment_81985190

I’d guess that most people just accept it without question. It appears that the system isn’t clever enough to work out when you reached SPA and which calculation should therefore be used.