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What to put on the SAR

Secretive deceased

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I've been asked to help a widow complete a 2018-19 tax return (due in by 22/02/20). The problem she/I have is that the deceased was vey secretive and kept all money/income dealings from his wife. I have a copy of the 2017-18 HMRC summary which helps but doesn't give an accurate picture as for example he was an inveterate gambler generally loss making but sometimes had large  cash wins ( I know gambling isn't taxable.) This gives problems with analysing his bank and living expenses to arrive at his income ( he was self employed)

Has anyone had this situation and can advise what to include on the return- eg should it be best guess with a note

The estate is insolvent overall so not IHT considerations

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By johngroganjga
19th Jan 2020 11:35

Why is the deceased’s income relevant to his widow’s return?

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By johngroganjga
19th Jan 2020 15:52

.

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By bernard michael
19th Jan 2020 11:53

The return is the deceased's. I should have made that plainer - mea - culpa

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By zebaa
19th Jan 2020 12:14

I think this is one where your best will have to do, with a white space note. It sounds like there is not much left to grab anyway.

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Replying to bernard michael:
By johngroganjga
19th Jan 2020 15:52

So is the widow the executor?

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By bernard michael
20th Jan 2020 09:38

johngroganjga wrote:

So is the widow the executor?

Guess what - no will
She in good faith contacted HMRC to tell them and they have assumed she is the "personal representative"

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Replying to bernard michael:
By johngroganjga
20th Jan 2020 11:49

Well until she is the PR she has no power to act in the affairs of the deceased. First things first. Worry about the deceased’s tax return when she is in a position to deal with its submission as the PR.

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By pauljohnston
21st Jan 2020 10:26

John, that was not very helpful. I suggest you complete the tax return with as many facts as you know. No late filing penalty as deceased can not submit and PR is not appointed until the court approves Letters of Administration.
As others have said use the white space and you can attach a PDF if you want to give more detail.

HMRC have an deceased estates department which I have found very helpful. The employees there seem to have a fair amount of leeway to get the case closed and appear to understand that the taxpayer has died and thus the signatory has only second hand information

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