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Posted Tue, 05 Nov 2024 15:53:37 GMT by noseyeccles
If you take a cash lump sum ( not the 25% tax free)from your SIPP in drawdown, which box do you fill in on the SA100 form? Do you need to put a note at the end of the form informing you the money came from a SIPP ?
Posted Mon, 11 Nov 2024 10:46:54 GMT by HMRC Admin 18 Response
Hi,

You would declare TR3 box 11 and any tax deducted at box 12. 

Thank you.

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