SWM

Following up on your reply, am I correct to understand as follows: “ 1. I hold US stocks with a US brokerage firm. I allow them to lent my stocks out and in return I'd be paid interests. This isn't savings interest. And there seems no suitable place to enter this on the foreign section in the online form.” This should be reported as “Interest and other incomes from overseas savings.” “ 2. Dividends from a non-reporting fund. I know there is different treatment for the disposal of non-reporting funds. But if it's merely dividends, could I just enter it in the dividends section?” This should be reported as “Dividends from foreign companies”.

Can I submit my SA109 as an attachment to the Other Information section in the Self Assessment online form?

Hi, I am entitled to the split-year treatment for the tax year 2021-22. My self assessment tax return was submitted online, listing only incomes after I had become a tax resident, and I have already paid my taxes. I However, I stumbled upon this thread just now and was surprised to learn there’s a form SA109, in which, specifically, there’re questions about tax residency other than that of U.K.(Qs 18 &19). I believe those questions were not in the online form I filled in. My question is whether I need to fill out that form now even if I’m not claiming remittance basis or double taxation relief.

Would be grateful if someone could advise where I might enter the following two sources of foreign income on the online form. 1. I hold US stocks with a US brokerage firm. I allow them to lent my stocks out and in return I'd be paid interests. This isn't savings interest. And there seems no suitable place to enter this on the foreign section in the online form. 2. Dividends from a non-reporting fund. I know there is different treatment for the disposal of non-reporting funds. But if it's merely dividends, could I just enter it in the dividends section?