Replies

• 17 August 2020 at 2:41PM edited 17 August 2020 at 2:49PM

  molerat Forumite

  27.1K Posts

  

  Forumite

  17 August 2020 at 2:41PM edited 17 August 2020 at 2:49PM

  If you were working and paying tax at the time you may actually owe them some tax.  Which tax year was this in, I am surprised this has not been sorted automatically. If you do have a claim the form you need to fill in is here https://www.gov.uk/government/publications/income-tax-repayment-claim-when-small-pension-taken-as-a-lump-sum-p53 or maybe give HMRC a call if it was before the 2019-20 tax year.
  

  
  

  
  

  0
• 17 August 2020 at 6:26PM edited 17 August 2020 at 6:30PM

  purdyoaten2 Forumite

  2.8K Posts

  

  Forumite

  17 August 2020 at 6:26PM edited 17 August 2020 at 6:30PM

  molerat said:

  If you were working and paying tax at the time you may actually owe them some tax.  Which tax year was this in, I am surprised this has not been sorted automatically. If you do have a claim the form you need to fill in is here https://www.gov.uk/government/publications/income-tax-repayment-claim-when-small-pension-taken-as-a-lump-sum-p53 or maybe give HMRC a call if it was before the 2019-20 tax year.
  

  
  

  
  

  I had originally read it as I think you have (apologies if you haven’t). Could it be the case that the 12000 mentioned by the op is the 25% tax free amount as opposed to the 12000 -ish personal allowance? Perhaps there are some personal allowances not utilised at the part-time job?

  ADIOS - solo hace falta un mesaje abusivo…..
  
  (Ha sido divertido)

  0
• 17 August 2020 at 9:55PM

  xylophone Forumite

  40.1K Posts

  

  Forumite

  17 August 2020 at 9:55PM

   I am still working in a part time capacity and have a workplace personal pension in place. 

  Bearing in mind the Money Purchase Annual Allowance?

  Is the £12000 you mention the tax free pension commencement lump sum? You were left with £36,000 which you took as income in 2018-19?

  What other income did you have in that tax year?

  0