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  • FIRST POST
    • am.jovial
    • By am.jovial 1st Dec 19, 11:04 AM
    • 72Posts
    • 5Thanks
    am.jovial
    Help needed : Have you had any 2018-19 Income Tax refunded or off-set by us or JobCentre Plus?
    • #1
    • 1st Dec 19, 11:04 AM
    Help needed : Have you had any 2018-19 Income Tax refunded or off-set by us or JobCentre Plus? 1st Dec 19 at 11:04 AM
    I am filing tax return for 2018-19. I need help in answering this question:
    Have you had any 2018-19 Income Tax refunded or off-set by us or JobCentre Plus?

    My situation is, I work for UK public sector. I had been subscribing to professional journals and memberships that were eligible for tax exemptions/benefits. I was not aware of this and I requested HMRC and they gave me refunds for past several years. The refunds came in parts and as multiple cheques. I don't remember of having deposited all into the same bank account. I may not find all the letters in my files. Hence, I am not sure if i can find out the exact amount I have got back as refund by going through the letters I have and by looking at bank statements. I am worried if I will miss any of them then I will be giving incorrect info to HMRC.

    I also may have refund of tax adjustments that HMRC sends me once every year (I am not able to find this letter in my files though).

    My question is:
    1. Do I answer yes to above question?
    2. If I say yes, I will be asked to provide the exact amount. And do I have to include (add) both?:
    a. refund for adjustment towards professional subscriptions
    b. tax refund that I may have received during 2018-19
    3. Is there any way I can get these amount online from HMRC website ? Or calling their call center?
    Many thanks in advance for your help.
Page 1
    • Dazed and confused
    • By Dazed and confused 1st Dec 19, 11:39 AM
    • 5,675 Posts
    • 3,014 Thanks
    Dazed and confused
    • #2
    • 1st Dec 19, 11:39 AM
    • #2
    • 1st Dec 19, 11:39 AM
    Have you had any 2018-19 Income Tax refunded or off-set by us or JobCentre Plus?
    What has what happened for previous income tax years prior to 2018:19 got to do with this question?

    What happened with any claim you made for "professional journals and memberships" costs relating to 2018:19?
    • am.jovial
    • By am.jovial 2nd Dec 19, 11:14 PM
    • 72 Posts
    • 5 Thanks
    am.jovial
    • #3
    • 2nd Dec 19, 11:14 PM
    • #3
    • 2nd Dec 19, 11:14 PM
    What has what happened for previous income tax years prior to 2018:19 got to do with this question?

    What happened with any claim you made for "professional journals and memberships" costs relating to 2018:19?
    Originally posted by Dazed and confused
    Aah, now I read the question again and your questions made me understand the question better. Thank you !
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