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Posted Sun, 10 Nov 2024 12:10:43 GMT by dmalloch
Entering my first self-assessment return after returning to UK. I qualify for split-year treatment (case 4). My only UK income in 2023-24 prior to my return on 1/9/23 was my UK retirement pension. Under pension income received should I enter the 12 month full tax year amount or only the amount received (7 months) after I returned to live in UK?
Posted Wed, 13 Nov 2024 10:14:00 GMT by HMRC Admin 34 Response
Hi,
You would only include that proportion of your pension you received since returning to the UK on 01 September 2023. Any pension received before that date will be taxable in the other country.
Thank you

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