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Posted Wed, 13 Dec 2023 22:56:34 GMT by
Hi this us my first self assessment , please help me with a few questions A. I have a salary sacrifice pension scheme. I pay 14% my employer 10%. This is pre tax and I understand this does not need to be declared? B. I also pay a amount into a private pension monthly from my taxed wages for the past 10+ years. I understand I can claim some tax back as a 40% rate payer? What section do I detail this in for this tax years payments? C. How many years retrospectively can i claim the tax back for this and how? I presume its a different form?
Posted Tue, 19 Dec 2023 13:20:47 GMT by HMRC Admin 32
Hi,

You do not report the pension paid under salary sacrifice as no tax relief is due on this. for your own payments, it depends whether they are under net pay or not. Your employer takes the contribution from pay before tax so you get full tax relief whether at the basic, higher or additional rate. No further relief is due.

For earlier years, you would need to claim this separately from your return either by phoning or writing to HMRC.

Income Tax: general enquiries

Thank you.

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