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Declaration of SIPP tax free lump sum in Self Assessment

Posted Sat, 15 Jul 2023 09:03:58 GMT by
Is it necessary (or preferable) to declare tax free lump sum taken from SIPP in Self Assessment returns?
HMRC Admin 25 Response
Posted Thu, 20 Jul 2023 17:41:19 GMT by HMRC Admin 25 Response
Hi sunita seal,
Details of SIPP lump sums don't have to be reported to HMRC unless a Pension Savings Tax Charge is incurred.
Please refer to HS345:
HS345 Pension savings — tax charges (2022)
Thank you. 
 

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