17th Nov 2017

2086

Pension Tax Free lump sum - disclosure

Does the withdrawal of the 25% tax free lump sum pension amount need to be disclosed in SA return?

SA disclosure of pension tax free lump sum

By Wanderer

17th Nov 2017 16:38

Where do you think it might be entered?

Replying to Wanderer:

By Duggimon

17th Nov 2017 16:46

The box below the ISA interest.

Replying to Duggimon:

By Wanderer

17th Nov 2017 16:55

Duggimon wrote:

The box below the ISA interest.

Fair point, off to amend the '000s of SA returns completed in recent years.

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