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State Pension Information & Agent Services Account

State Pension Information & Agent Services Account

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Does anyone know why the state pension income shows for some clients in receipt of this whilst not for others on the Agent Services Account under 'Information to help complete your tax return'?

I'm used to seeing lots of 'unable to provide/Not Available' but it's worrying to see £0.00 under State Pension(amount due for the year) when a call to HMRC Agent Helping confirmed this to be £7113.30.........

I assume this would be the same on the client's online account.

 

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By Cloudcounter
20th Jan 2020 16:37

Asking "why" about the HMRC IT system is a pointless exercise.

If the "information to allegedly help you complete your tax return"shows nil, try looking at a notice of coding for the year in question. Plenty of those are missing but it's quicker than phoning if it is there.

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By CWservices6064
20th Jan 2020 18:06

No coding notice in this case and to be fair to HMRC the agent helpline was quick.

Just curious as to why some records capture this data and others don't but I take your point in total 'why ask?'...............as the only Fools and Horses sketch goes

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By Matrix
20th Jan 2020 18:21

This year very few are showing. Just consider yourself lucky that you were given the figure over the phone.

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RLI
By lionofludesch
20th Jan 2020 18:28

"Does anyone know why the state pension income shows for some clients in receipt of this whilst not for others on the Agent Services Account under 'Information to help complete your tax return?"

Yes.

It's because the system doesn't work.

Some of the stuff is accurate. Some is wrong. Some isn't there at all.

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By memyself-eye
20th Jan 2020 19:12

I've had this - info displayed last year, not this.
I ask clients for their State pension statement (usually sent in April) and multiply the figure by 52.

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RLI
By lionofludesch
20th Jan 2020 19:26

It's actually sent in February before the new tax year. Which means it could be nearly two years before they need it.

Just two years to lose it......

Best way is off the bank statements.

And watch out for those 53 week years every 5.6 years.

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By Trish Baillie
21st Jan 2020 10:35

I find that the clients who have other PAYE income tend to have their state pensions displayed but those without other PAYE income don't. Also if there have been any changes in the state pension during the year , such as client turns 80 and gets the extra 25p per week, or inherits extra pension from deceased spouse, then there is no entry for them.

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