Client did in May 16.
Executor submitted the 15/16 SA return in Jan 17 & a refund is due. But HMRC won't release the refund until the return for the period to the date of death has been submitted. I phoned & asked why & they said they'd need to bring the tax affairs up to date for the period to the date of death before any refund can be issued. They wouldn't state where it says this in their guidance or legislation.
Anyone come across this before?
Replies (5)
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No actual advice here, sorry, but have always found that just "ticking all their boxes" in the least onerous way then gives them less of a leg to stand on.
I got 3 years' worth of penalties binned by just doing this for all relevant periods and (all NIL !) returns, and submitting an appeal for each and every one.
Can't say I have but I would suggest it might be easier to file the final return than to find the right person in HMRC to argue with about it.
As others have commented, given the situation, simply comply with the requests.
I'd also recommend completion of a fresh 64-8 signed by; the personal representative, or Executor.