Pension drawdown taxed at source - how long does HMRC take to refund overpaid tax? (self employed)

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/comment/81948951#Comment_81948951

Just keep it. HMRC may ask for evidence but it's probably one in a billion chance of that as they will no doubt have the exact same information from HL reporting the income (and tax deducted) under the Real Time Information system.

AspiringPensioner

https://forums.moneysavingexpert.com/discussion/comment/81948982#Comment_81948982

Thanks for the response - slightly baffled by the part saying "it is too late to reclaim it via the Govt Gateway or paper now" because as I said, I am going to reclaim it via my self assessment tax return for 2025-26 and obvs the earliest I can do that is on 6th April 2026.

But cheers for confirming that I don't need to give HMRC a copy, and that they already have the data. Yes, I will enter the figures on my self-assessment return. 👍️

AspiringPensioner

https://forums.moneysavingexpert.com/discussion/comment/81949005#Comment_81949005

That's great, thanks for that.