PeterRabbit

I've seen a similar issue. Did the previous issues referred to here get resolved? I noticed that a possible explanation is that the personal allowance is being set against the dividends before being set against salary etc, which would result in the dividends appearing to be treated like salary (but I can't confirm this from the calculation shown). I posted a new issue at https://community.hmrc.gov.uk/customerforums/sa/db141121-9c05-ef11-a81c-6045bd0d9b48

Hello, I'm trying to complete my 2023/4 return online. I have some dividend income above the £1,000 allowance (£544). In the "view your calculation" section, the dividends do not seem to be taxed at the dividend rates. Instead, under "Pay, pensions, profit etc.", the amount given equals the total of these items minus my personal allowance plus my dividend income (less the £1,000 allowance), all taxed at 20%. There is no separate dividend tax component. This seems similar to this issue from 6 months ago, which didn't look to have a resolution: https://community.hmrc.gov.uk/customerforums/sa/4c899329-ee82-ee11-a81c-6045bd0e4841 A way to get the same result as the online calculation is to first set £544 of the personal allowance against the dividends rather than salary - that way, the part of the personal allowance subtracted from salary is £544 less than it should be and the amount under "Pay, pensions, profit etc." is £544 more. This results in the tax due being higher than if the whole of the personal allowance is set against salary and the dividends are taxed at the basic rate, however. So could this be a mistake in how the online calculation is working? Note, I have recorded charitable donations that increase my basic rate limit to be just above my taxable income (including the dividends after subtracting the £1,000 allowance) and it seems possible that being close to the limit affects the tool's calculations somehow - just thought I'd mention it in case this can only be replicated in quite specific circumstances. Is there a way to supply our own calculation if the online self-assessment seems to be overestimating the tax due?