Laura Mason

Thank you for your reply. What confuses me is there is a section for claiming back any overpayment. After filling out the form and sending it to the CRA and then sending it to the UK, this amount will be incorrect as it will be many months, if not a year later. How will I claim back those amounts? And will I need to fill out the same form for pensions that start at a later date? Thank you.

I reside in Canada. I am due to receive pension annuities from the UK in 3 months. The amount will fall just under my UK personal allowance. I have found the DT forms online to fill in. My questions are 1. Can I send in the forms before I start receiving my pensions as I understand there is a back log? 2. If not, can I send the form to my Canadian Tax Centre early, and once I receive it back wait to send it in to the UK once I start receiving the pensions. This would only be a delay of a month or so depending on how long the process is. 3. If I send in the DT form and there is a backlog, then the overtaxation that I am claiming back would be an incorrect value, as each month more tax would be taken. How would I claim that back? 4. I have been led to believe by my pension companies that I would be at first taxed under the emergency tax codes and heavily taxed. Would i automatically receive a tax refund at the end of the year? Thank you.

I have the same issue. I received a pension forecast and also a statement letting me know which shortfall years I have but no reference number. Previously I had been told to use NI number followed by IC and last name and initial but that does not work. I do see a number at the bottom of my letter but I don’t know if that’s correct and when you go to pay that’s the only thing you have to input so if it’s wrong I could lose my money.