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  • Reclaiming tax from pension/annual allowance

    Please can I get some advice on how to reclaim some overpaid tax? I declared income over and above the annual allowance on the self assessment form for 2022/23 and therefore paid a large tax bill on that amount. I have recently received a revised Annual Allowance statement from the Pension authority which now means that I did not exceed the annual allowance after all.I have allready submitted my self assessment form for 2023/2024. How can I claim back the overpaid tax? Do I need to wait for next years self assessment and which section needs completing to claim the tax back? Thanks