Tax Return Query

vixen1500

Still trying to complete my tax return and confused by why some questions are marked as optional.
I assume I should enter total received from my SIPP (but uncertain whether this figure should include the tax free part) plus pension from employer.
But as it says it is optional, can I just leave it blank?  Though if I do wont this alter the amount of tax due?

itsthelittlethings

Presumably it’s optional so that people who haven’t received any other pensions don’t have to fill it in.

Dazed_and_C0nfused

vixen1500 said:

Still trying to complete my tax return and confused by why some questions are marked as optional.
I assume I should enter total received from my SIPP (but uncertain whether this figure should include the tax free part) plus pension from employer.
But as it says it is optional, can I just leave it blank?  Though if I do wont this alter the amount of tax due?

They are optional as HMRC cannot possibly know which section applies to each person.

They aren't optional in the sense you can pick and choose which to complete.  If you had taxable pension income in that tax year then you need to declare that.

It is unclear precisely what you mean by the "tax free part" but if you a tax free lump sum or pension commencement lump sum then no you wouldn't need to include that in that part of the return.  However if you mean part of your taxable pension income which didn't have tax deducted then yes, you would still have to declare that.

sheramber

vixen1500 said:

Many thanks.  The tax free part I am referring to is my SIPP withdrawal  £4,000 25% tax free = £3,000.
Not sure which figure I should add to my pension from employer (this I assume needs to gross figure?) 
Then below I put in tax taken off.

You should have a P60 from your pension company showing the gross amount paid and the tax deducted for  the year. 

eskbanker

vixen1500 said:

Anyone know when you can start filling in the 25/26 returns?

6 April 2026.