HMRC Admin 5 Response

Hi,

For an answer to a detailed question of this nature, you would need to contact both pension providers, to ensure that what you propose is possible and whether it will be taxable.  
Please have a look at the guidance here Transferring your pension
and Overseas pensions: pension transfers.

Thank you

Hi

Provided your turnover is less that £85000 or would have been if you had traded for a full tax year, you can still use SA103S if you commenced and ceased self employment in the same tax year.  
If you are claiming split year treatment, you would only include your UK income and capital gains for the period you were resident in the UK.  
If you are claiming split year treatment, and you’ve put ‘X’ in box 3, the entry in box 10 should only be for days spent in the UK for the overseas part of the year.
If you’ve not put ‘X’ in box 1 but you’ve put ‘X’ in box 3 because you meet the criteria for any of the split year cases 1 and 6, put the total number of days that you worked for more than 3 hours in the UK during the overseas part of the year in box 13.

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Hi Cesar Ruiz

You need to change the answer to 'no' so that nothing is charged.

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Hi

The professional subscriptions relate to your employment, so the figures should be shown on the employment section along with your pay and tax.  
If in future years you are self employed and pay professional subscription, then you can include them in the self employment section.

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Hi

As the settlement is included in your P45 and the tax free lump sum already taken into account, you would only need to declare the P45 figures on SA102 (employment) or the online equivalent.  
The section in the additional information would only be completed where the settlement was not part of your P45 / P60.

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Hi

After you have commence to receive the pension(s), you will need to download and print off and complete the DT individual UK / USA form at Double Taxation: UK-USA (SI 2002 number 2848) (form US-Individual 2002).  
On the form you must declare all the pensions including state pension.  The completing and signed form will need to be sent to the IRS, for a fee.  
You will need to find that address to send it to.  The IRS will validate the form and send it directly to HMRC.  
With the validated form, HMRC can ensure that no tax is deducted and have any tax deducted, refunded to you.  
If you have not commenced receipt of the pension, you cannot put it on the form.  
You may have to complete this form more than once, if your pensions commence at different times.

Thank you

Hi

If the figures on your P60 do not match the payments you received, you will need to conrtact the employer to review.
If the P60 is incorrect the employer would need to submit the amended details to HMRC and yourself. If incorrect, once reviewed then you will need to amend the Self Assessment with the correct figures.
Please see If you need to change your return

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Hi 

No you cannot claim this as it is not an expense that every employee of the same job would be expected to incur.

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Hi

We would need to access your record to review your tax code.
You will need to contact HMRC. Income Tax: general enquiries

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Hi

We cannot comment on calculations, however, you have followed the correct calculation procedure, to arrive at the tax liability.

Thank you