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Posted Wed, 03 Jul 2024 15:38:04 GMT by Brittany Draper
Hi, If a client claims a lump sum state pension with tax deducted, please confirm how this should be entered into their 5 April 2024 tax return. Many thanks, Kind regards, Brittany
Posted Mon, 08 Jul 2024 11:19:23 GMT by HMRC Admin 10 Response
Hi
On the page titled ‘UK pension and other state benefits (Page 2 of 2)’ , enter your client’s state pension lump sum amount in the box under ‘State Pension lump sum’. The tax taken off this amount should be entered under ‘tax taken off state pension lump sum’.

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