Skip to main content

This is a new service – your feedback will help us to improve it.

Posted Fri, 11 Oct 2024 11:49:02 GMT by Lesley Reeves
My mother died in June 2023 and as executor of her estate I informed all the authorities via the Tell Us Once service. She received 2 personal pensions in addition to her state pension and paid tax. She also received interest on her savings. How do I find out if a refund is due for the 2023/24 tax year and when this will be paid please?
Posted Mon, 21 Oct 2024 07:05:56 GMT by HMRC Admin 19 Response
Hi,
To confirm if a repayment is due and how to refund this to you, we would need to review your mother's record. To allow us to do this, please contact our Income Tax team.
Income Tax: general enquiries
Thank you.

You must be signed in to post in this forum.