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Posted Fri, 13 Sep 2024 09:48:19 GMT by Edward
I'm finding mixed messages both on hmrc.gov.uk and also third party guidance websites, on what should be entered for question 1 of the Paying into Registered Pension Schemes section on the self-assessment form. The question is: "Payments to registered pension schemes where basic rate tax relief will be claimed by your pension provider (called ‘relief at source’). Enter the payments and basic rate tax" I have a relief at source pension, and let's say my pension provider sends me an annual report which shows: You paid in: £220.00 Your Employer paid in: £550.00 Your tax relief was: £55.00 Am I correct in thinking I should enter the sum of what I paid in + the basic rate tax relief they already claimed, so for the numbers above I would enter £275.00 here? the wording is very confusing, I asked my co-worker and they are only entering the amount they paid in (so (£220 in this case). Which is correct please. Thanks in advance,
Posted Mon, 23 Sep 2024 09:02:06 GMT by HMRC Admin 19 Response
Hi,
You only enter your own contribution plus the tax relief applied. you cannot claim relief on the employers contribution.
Thank you.
Posted Mon, 23 Sep 2024 09:14:27 GMT by Edward
So given my example above, the correct number would be £275? Thanks!

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