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Posted Wed, 01 Nov 2023 13:26:38 GMT by Rover20
I recently retired and took a tax free lump sum payment from the company pension scheme. Although it's was a tax free payment and not taxable income, do I need to include it as part of my annual self assessment declaration and if so where? Thank you
Posted Wed, 08 Nov 2023 11:23:46 GMT by HMRC Admin 19 Response
Hi,

If it is tax free this will not be declared on your Self Assessment tax return. 

Thank you.

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