berry16

I am non-UK resident and encashed my personal pension which I took as one pot in September 2023. The pension provider deducted tax. On 30th September 2023 I sent a DT Individual form stamped by my country of residence to reclaim this Uk tax deducted at source. I called many times for an update. I received a reply from hmrc on 12th February confirming I am due a refund. An indicator has been set on my account because in 2017 I had an outstanding debt which was cleared but the indicator was never removed. This is preventing my refund being considered. If I still owe money hmrc has not requested it. I have called many times for an update on when I might hear from hmrc. The adviser raised a request for a technician to look at my case on 5th February. I raised a complaint on 22nd April, 15 days ago. I have completed my 23/24 tax return which confirms I am due a refund and I have raised a request for repayment. It has been 220 days now since I sent the form. There seems little point in calling advisers as my case needs to be dealt with by a technician. As I'm not in the Uk calls are costly when there are long wait times. Your chat line is unavailable and a letter will likely join another queue. Is there anything else I can do to being this torture to an end to at least get some sort of explanation from hmrc?

I am non-resident in Cyprus. Under the terms of the DTA Uk Pension income is taxed in Cyprus. In September 2023 I took my pension pot as a lump sum, the Uk provider deducted Uk tax. Hmrc received my DT-form individual and confirmed I am due a refund of the tax in February 2024. As I have Uk rental income I must complete a Self Assessment using software. I am entitled to a personal allowance as I am a British resident living in the EU. Do I need to enter the pension lump sum details and tax deducted at source on the 2023/24 self assessment? If so - Where on the form would I complete the details. Thank you.