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Posted Tue, 09 May 2023 14:20:11 GMT by muffin321
I am having to complete an SA 100 in paper form as I do not have a computer. I have received some small pot lump sums from my pension pot, 25% of which is tax free. Am I right in thinking the figure I put in box 11, (under the UK pensions and annuities section), is the total figure MINUS 25%. and in box 12 the amount of tax deducted by my pension provider who will only have taken tax on 75% of the payout. Lastly I have received a monthly pension from my pension pot just for the last three months of the tax year. Where do I show this please?
Posted Fri, 12 May 2023 14:04:23 GMT by HMRC Admin 19
Hi,

Your P60, P45 will show the correct amount of income to declare.

All pension income will fall under the pension section so you will need to add them all together and put the details in at boxes 11, income, and 12, tax.

Thank you.

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