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TAX PAID ON LUMP SUM PENSION

Where to show lump sum pension taken and tax deducted on SA return

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Quick question - just completing self for director - mix of salary/dividends, not quite into 40%. (£30K SALARY, £2.5K DIVIDEND)

During 17-18 he took a pension lump sum (more than 25% of fund value) and paid tax on the remaining at the time at just below 40%.  He received a P45 for this (£19k gross, £7k tax paid).

I am not sure how this is treated on the tax return.  any help much appreciated.  He's asked me if he can get a tax refund relating to the tax paid on pension as he wasn't a 40% tax payer during the year.  Which box on tax return does this income and tax paid go? 

I can't see anywhere in taxcalc to put this info.

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11th Jan 2019 11:13

Page TR3
Boxes 11 & 12

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to Chris.Mann
11th Jan 2019 12:00

thank you!

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