Rosemary C

A solicitor has only recently issued me with R185s in respect of an estate, of which I am one of the beneficairies. The R185s are in respect of the last four years, for which I originally submitted my own personal tax returns online, using HMRC's software. I am aware that I can reclaim the tax going back about 4 years, but, in view of the fact that HMRC's software does not allow scope for including an SA107, how can I reclaim the tax as detailed on the R185s for those previous tax years? Is there a separate form available?

I have started to complete my 2023-24 tax return to HMRC online, using HMRC's software, but to my surprise and frustration, there seems to be no facility within the HMRC software to include income from an estate using SA107. From reading previous postings on this forum, I understand that a paper return has to be filed instead, in order to include estate or trust income. However, the deadline of 31st October 2024 for a paper return has now passed for 2023/24. I don't wish to purchase commercial software, as one supplier I consulted advised a very expensive quote, which would not be worth it for the sake of reclaiming a small sum of income tax. Is there a way round this for the 2023/24 return? Could I just submit the return online, minus the estate income, then submit a separate tax reclaim form or overpayment relief form later, with a copy of my R185? Please advise.