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Posted Mon, 23 Sep 2024 14:49:43 GMT by SandyA
Ive just emptied 4 small pension pots and been taxed on each one. Im in the process of claiming the tax back on them via a P50Z but do i need to complete a form for each of the 4 pension pots ive withdrawn? No other income this year and not going back to work so no complications with the criteria, just need to know if i can do it once and "tot up" the total paid out and the total tax paid on the form or if i need to do each one as per the P45 as and when i get them? Thanks
Posted Wed, 02 Oct 2024 07:41:07 GMT by HMRC Admin 19 Response
Hi,
As you have emptied each pension pot, you will need to complete a P50Z for each pension. You can see guidance here:
Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z)
Thank you.

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