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Posted Tue, 27 Aug 2024 08:19:49 GMT by ssnrcs
Hi In Jan this year I cashed in a portion of one of my private pensions. This was in excess of the 25% tax free lump sum so I paid tax on it. As I have no other income I want to gain the benefit of my TFA. How/where do I declare this in the online self assesment form?
Posted Fri, 06 Sep 2024 10:31:57 GMT by HMRC Admin 25
Hi ssnrcs,
Yes you report it as other pension income in the Self Assessment tax return. 
Thank you. 

 

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