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Posted Tue, 07 Nov 2023 08:21:22 GMT by nwretired
Hi, I have recently retired and received a P45 for my income up to retirement. I have share bonuses which had not vested at retirement, the terms of the scheme meant those share bonuses were subsequently released to me and a sell to cover tax transaction has been made. How should I account for this on my self assessment return. Thanks
Posted Wed, 08 Nov 2023 15:20:17 GMT by HMRC Admin 10
As the payment is not included in your P60, please include it on the box on the employment page for 'Tips and other payments not included on your P60' of SA102, along with your P45 details.

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