HMRC Admin 19 Response

Hi,

You can apply anytime prior to 5 October 2024. The tax return will not be issued until after 6 April 2024.

Thank you.

Hi,

That is correct.

Thank you.

Hi,

HMRC cannot comment on your residence as this is for you to determine based on the guidance available. You can see the guidance below to clarify:

RDR3 Statutory Residence Test

RDRM12000 - Residence: The SRT: Split year treatment

Thank you.

Hi,

No, as stocks in an ISA account do not pay Capital Gains Tax.

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Hi,

Yes, this withdrawal needs to be declared, as under Article 20 of the double taxation treaty you are UK tax resident and so liable here. As some of the contribution is prior to 2017, please refer to the guidance below to ascertain the amounts to declare:

EIM75550 - The taxation of pension income: lump sums from foreign pension schemes

Thank you.

Hi Damian Kelly,

It will be the top up payment that you declare on the return. You will need to need to tailor yor return at section 3, page 3, to answer yes to pension contribtiuons. This will then open further boxes for you to declare which type and the amount.

Thank you.

Hi,

If your investment is less than £33,000 there is no need to submit a tax return, you only need to send in the certificates to confirm the investment and which year relief is being claimed against.

Thank you.

Hi HFisher,

If your payroll payments were deducted before tax was calculated, these do not get declared anywhere.

For the lump sum payment you need to tailor your return at section 3, page 3, and answer yes to making pension contributions. This will then open other boxes. If tax relief has been given, enter the amount of the contribution in the second box, if not, enter it in the third box.

Thank you .

Hi,

You can see guidance here:

Complain about HMRC

Thank you.

Hi,

You have to report the loss or gain within 4 years of it arising. There is no timeline on when it needs to be used.

Thank you.