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Posted Thu, 14 Oct 2021 09:50:03 GMT by Filip
Hello, This tax year I earned less than £12,570 (approximately £9000). I left the UK and I claimed the tax refund. However, shortly after I received my pension contribution refund as well. On the paper they sent me it stated that my member contributions were: £3500 tax deducted 20% on refund amount up to £20.000 which is £700 and that the net refund is £2800 - this is the amount I received. With the £9000 already earned and the additional £3500 I am still below the taxable amount, therefore I thought I am entitled to claim that £700 back. I called the tax line and I was told otherwise. The lady talked about authorised and unauthorised payments and that I am not eligible for the refund. Perhaps she is right, perhaps I was not clear when I explained my situation and was misunderstood. I read about authorised and unauthorised payments and they only mentioned 15% or 40% tax. I was taxed 20%, which I can clearly see on the papers I received and since altogether the money I received this year was below £12.570 I thought I was still eligible for the refund (even if I already claimed one not knowing I will receive additional payments). Could someone knowledgeable please confirm if in this case I am entitled to a second refund on the additional funds that I received? Thank you.
Posted Mon, 18 Oct 2021 08:53:15 GMT by HMRC Admin 2

Please send your information with a covering letter to HMRC PAYE BX9 1AS so we can review your account and determine if a refund is due.  

Thank you.

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