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Tax Returns - State pension

"Information to help complete your tax return" - State pension

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Has anybody else noticed that HMRC do not seem to be putting in the figure for state pension received on their "Information to help complete your tax return" link. It seems so difficult to get the correct figure. Clients never get it right. Any ideas?

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19th Jun 2019 09:50

Take the figure the client gives and multiply it by 13/12!

Generally it's best to get the 'white sheets' from the client, multiply it by 52 and just check that there have been no changes in the year.

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19th Jun 2019 09:52

Ask for the client's bank statements, if the state pension is paid directly to those accounts.

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19th Jun 2019 09:59

Agree with the above - I always ask for either the DWP letter or the monthly amount received per the bank statement and just use HMRC's online record as a double check.

I came across one client's record yesterday where HMRC had the 2017/18 pension figures on the online record, so you cannot always rely on these!

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to gainsborough
19th Jun 2019 10:27

gainsborough wrote:

.... or the monthly amount received per the bank statement ....

Not forgetting it isn't paid monthly but four weekly!
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to Wanderer
19th Jun 2019 10:48

Very true Wanderer!

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19th Jun 2019 10:20

If applicable use what’s on the Paye code ?

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to Michael Davies
19th Jun 2019 10:49

Much like HMRC, the figure included in the code, isn't always accurate.

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By Samsung
19th Jun 2019 10:37

Thanks for all your suggestions.

It is strange why HMRC seem to have stopped putting this figure in the link "Info to help...." . This seemed to be correct in the past and it was very handy. Every time I look now it says nil. Any ideas why they stopped?

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to Samsung
19th Jun 2019 11:47

I always check for these but it seemed hit or miss as to whether they were there and were accurate.

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19th Jun 2019 16:38

I am puzzled when it doesn't appear in the 'Information to help you' screen, but does appear in the PAYE code when you access it on another screen.

I usually find the HMRC figure is OK, except for new retirees and the recently widowed.

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