Self assessment query

Shilo44

Hello, in September 2025 i submitted my first HMRC Self assessment return for my savings interest. Two weeks later i got £737 back in my Royal Mail pay in PAYE.

I'm wondering do have to put this down in this years online self assessment return 2025/26 in the ( "Have you had any 2025-26 Income Tax refunded or off-set by us or JobCentre Plus?") box.

Any help with this would be much appreciated thanks

eskbanker

https://forums.moneysavingexpert.com/discussion/6662925/self-assessment-query

It sounds like your refund related to 2024/25 income and tax, not that for 2025/26.

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/6662925/self-assessment-query

That question is irrelevant to what happened to you. The "refund" was made by Royal Mail and will be reflected in the (lower) tax deducted figure on your P60 from Royal Mail.

It doesn't go in that box on the road return.

Shilo44

Thanks for quick reply so i can put "no" in the question i am referring to ?

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/comment/81951979#Comment_81951979

That depends on whether you have received a refund for 2025/26 from either HMRC or DWP. Have you?

Shilo44

The only refund i got was in my pay from Royal Mail and on my payslip it was written in the deductions section as minus £737

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/comment/81951993#Comment_81951993

Then the answer to that question is no.

Shilo44

The only refund i got was in my pay from Royal Mail and on my payslip it was written in the deductions section tax paid as minus £737

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