Nigel Scott
Joined: 4/6/2025
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RE: State Pension and Self Assessment
Just been on to my HMRC log in, apparently I don't need a tax return for 24/25. It also said my state pension figure isn't available. I became a state pensioner last month and received one week in the middle of the month. Based on my reading, I should include the 3 weeks to 5/4/25 in my income. If I do that, I will owe them money. If I just include the 1 week, they will owe me a small amount. I had a salary and 2 private pensions in 24/25, plus the state. As they're not apparently issuing a return, I intend to wait to see if they issue an old style assessment once they've collated the 4 sources of income. As an aside, it does seem unfair that they would add £850 to my 24/25 income (3 weeks) which I will pay 40% tax when I will not receive it until 25/26 when I will be 20%