P11D form (Private Medical Insurance) provided by my employer.

Hi, I have a question regarding the P11D form (Private Medical Insurance) provided by my employer. I have got the P11D form provided by my employer in June 2023 (my Tax Code is 1257L). My employer told me that "there is NO any action from the employees for the P11D form. The form is just for the reference. For the medical benefit amount, my employer has already submitted the P11D form (HMRC)." However, when I fill in the Self-Assessment online form for year 22-23. There is a session to ask, "Have you received any taxable benefits and expense payments form my employer". If I click "YES", i need to fill in the amount for Private Medical Insurance, then it will calculate and need to pay the tax for that Private Medical Insurance. Now I am confusing... - should I click "YES" or "No"? - if "YES, then I need to pay tax for the Private Medical Insurance, which my employer told me I don't need to pay and do anything on it. - if click "No", but indeed I have received the benefits for Private Medical Insurance. Please advise, what should I do, and how to ask my employer to provide any information to proof that I don't need to pay the benefit tax or not? Many Thanks

Hi,

If you have received a P11D advising of private medical benefit then you would need to declare this on your Self Assessment tax return. 

Thank you.

In this scenario, I have a question. I found that there are three columns against "Private medical treatment or insurance" in my P11D. 1. First column is "Cost to you or amount foregone" amount enter in the first column is xxxx.xx 2. Second column is "Amount made good or from which tax deducted" amount enter in the first column is xxxx.xx 3. Third column is "Cash equivalent or relevant amount" amount enter in the first column is 0.00. Third column is mark as final amount. The entire "Private medical treatment or insurance" section look as a part of equation. The equation looks like "Cost to you or amount foregone" - "Amount made good or from which tax deducted" = "Cash equivalent or relevant amount" What shall I mention in my tax refund "xxxx.xx" or "0.00"? Regards Ashis

Hi,
The amount to be entered on the P11D would be 0.00 from Column 3.
Thank you.