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Correct Form for Reclaiming Excess Tax Retained on Private Pension Drawdown under SA

Posted Fri, 01 Sep 2023 15:40:18 GMT by
I have started as a sole trader in 2023-204, with so far minimal income. I have made two drawdowns from my private pension and would like to reclaim the excess tax retained. What would be the correct form to use?
HMRC Admin 20 Response
Posted Wed, 06 Sep 2023 13:33:14 GMT by HMRC Admin 20 Response
Hi Bath_1980,

Please see Claim back a flexibly accessed pension overpayment

Thank you.
Posted Wed, 06 Sep 2023 13:53:10 GMT by
Super...! Thank you very much.

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