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Posted Thu, 28 Sep 2023 19:56:14 GMT by alison c
I received a pension savings statement in Jul 2023. It advised me that I exceeded by annual allowance in 21/22. I am trying to add this information to my self assessment tax return. Should I add it to my current 22/23 assessment or should I modify my previously submitted tax return for 21/22? Many thanks in advance.
Posted Thu, 05 Oct 2023 06:30:02 GMT by HMRC Admin 25
Hi alison c,
Please refer to:
HS345 Pension savings — tax charges 
If you exceeded your annual allowance figure in 2021-22 then your 2021-22 return should be amended to include the pension savings charge.
Thank you, 


 

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