muffin321

State pension started part way through the year. When completing a paper SA200 should a 4 week payment of state pension received into bank after 5 April, be ignored completely when calculating the amount paid in the tax year. Or is it best to simply multiply the weekly rate by the number of full weeks up to 5 April. If figure entered is different to that which the pension service reported to HMRC will HMRC simply amend the figure accordingly or will they send the return back?

I understand that in most cases the amount of state pension received in the tax year is prepopulated. However I am completing a paper return so this will not be the case. I started receiving the state pension part way through the 23/24 tax year and propose simply counting the number of weeks from when I became eligible up to 5 April and multiplying buy my weekly rate. However my last payment was on 15 April so ran into the new tax year. If I do as I propose and the figure does not correspond with what DWP have provided to HMRC will the return be bounced back or will it just be amended by HMRC. Just want to avoid any problems especially as it is so difficult to contact HMRC.

HMRC no longer send out tax form SA100. You now have to phone them if you need this form. I have a relative who does not have a computer, works both employed and self employed and normally completes the short tax form which can only be completed if sent by HMRC and cannot be requested. His form needs to be completed and returned by the end of October. Last year he did not receive the short form and spent stressful weeks trying to find out how he was supposed to meet the tax deadline if he hadn't even been sent the form. He managed to get through on the phone line specially allocated for requesting an SA100 thinking he would use this form instead. The phone lines were closed and he could get no help. I couldn't even print off the SA100 so he could use that instead because it was noted " FOR REFERENCE ONLY ". Eventually he did receive the short form but by then a very substantial part of the time allowed for completion had passed. In order to avoid a repeat of these events this year can someone please tell me 1. By what date will HMRC send the short tax forms out 2. If the short form does not arrive how can he get help if the phone lines are closed. 3. If all else fails can he now get someone to print the SA 100 (and additional pages) from the HMRC website and submit those instead or are they still " FOR REFERENCE ONLY " After todays announcement that the phone lines will again be closed I saw a report which said those without on line access would be helped but " it is not yet known how " This has been promised before but no help was given. HMRC will you please consider keeping open a direct phone line for those who have no computer. You are causing UNTOLD STRESS to these people. I am fully aware of the reasons you give for wanting people to do returns on line but it is totally out of the question in my relatives case.