Timmy1902
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Dividends over Allowance
Hi, During tax year 23/24 my dividends exceeded the limit. At first I thought I could only tell HMRC by doing a tax return. My dividends were under 10k, so can I just print off my drip statements and send them via post to update HMRC on dividends received? Self assessment is a lot of extra work which I don’t think is really needed? -
ISA - cash and stocks and shares
Hi, If I have realised I exceeded 20k in the same tax year across a cash isa and a stocks and shares isa. What should I do? Or would HMRC pick up on this via providers reporting to them.