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  • Help with filling out DT-Individual Double Taxation Form

    I'd like some advice on completing the DT-Individual form - Part D. The breakdown of the amount I received consisted of (A) Fund Value Total minus (B) Tax Free Lump Sum = (C) Residual Balance (D) Tax on Residual Balance (E) Payment net of tax Since receiving my lump sum minus the tax deducted, HMRC have now refunded most of the tax paid for (D) leaving (F) the remainder of the tax paid Part D on the form has only 2 columns 1. Amount of Income before UK Tax - do I enter A (the total) or C (the amount after the tax free lump sum 2. Amount of tax taken off - do I enter D (the original tax amount) or F (the amount still owed to me)