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Posted Mon, 27 Mar 2023 12:16:36 GMT by FionR1
when calculating net adjusted income for 2022/23, do you need to include any pension fund rebate that you receive as the result of self assessment (i.e. if you put a lump sum into your pension pot and are due 40% relief, you receive 25% pension relief via your pension fund, however you will also receive the remaining % if higher rate tax payer via a self assessment). Would the refund via self assessment count towards your net adjusted income for the 2022/23 Year?
Posted Thu, 30 Mar 2023 12:27:02 GMT by HMRC Admin 25
Hi FionR1 ,

You would not include the refund.

Thank you. 

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