Gillian Smith

Thanks for your help

Thank you.

I am currently completing my Self Assessment for tax year 2023 to 2024. I have previously transferred £1,260 of my personal allowance to my husband which is reflected in my tax code for that year. I have not submitted my tax return yet, however when I view my calculation it appears if shows the full personal allowance which I suspect is giving rise to a overpayment figure of £138. Can you please advise how this can be corrected on the return to get the correct calculation.

I hold a small amount of Santander shares and have taken the option to have any dividends used to purchase further shares with Santander under the Santander Dividend Re-Investment Plan (DRIP). Gross dividends have Spanish Withholding Taxes deducted before being used to purchase further shares. Does this have to be included in my Self Assessment.

I am completing a self assessment for the first time. I have a small number of shares but have elected to have any dividends due used to obtain further shares under a Dividend Re-Investment Plan instead of having the dividends paid to me. Do I have to declare this on my self assessment.