Pensioner Bonds
My OH has tried to reclaim her tax on these bonds. Being a non-tax payer she is having problems, she rang HMRC and was told she could not claim tax back until her P60 had been received . Phoning at a later date She was informed that R40 was required and this would be posted to her, after a week we had not received this so I today downloaded one . But on trying to complete there seems to be a lot of irelavent questions.
Anyone else had any problems claiming tax back ?
Comments
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Like any other company/gov dept, they love to get money from you, but giving you a refund - its like trying to defrost an ice-cube in the antarctic
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I've had a driveway put in by using resin, which was nice when first laid, but a crack has developed and have been asking them to come back and see to it - well, their one of many excuses, "since its going to be raining this weekend, we'll come and see then
as we're too busy at the moment" - watch this space0 -
MrsH filled in a R40 for last year (2015/16). It seemed very straight forward. Just ignore the irrelevant sections. Took a couple of minutes to complete.
She had a reply confirming that she was due a refund of the amount that we expected.
Mind you, we are still waiting for the money!
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This tax year all interest will he paid GROSS on all accounts. Are you trying to claim tax refund for interest received since 6 April 2016
No for 2015/16
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Has anyone had a Tax Rebate from these bonds
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Don't qualify for them so couldn't say, sorry. Was an R40 not completed on issue or didn't she qualify last tax year?
I seem to remember Money Box radio 4 had something about ones that mature this year and that all interest counts in this tax year. But I could be totally wrong. They do have transcripts or podcasts of their programmes. Haven't time!e to look now sorry.
Hope you get it sorted but a p60 will be needed.0 -
Don't qualify for them so couldn't say, sorry. Was an R40 not completed on issue or didn't she qualify last tax year?
I seem to remember Money Box radio 4 had something about ones that mature this year and that all interest counts in this tax year. But I could be totally wrong. They do have transcripts or podcasts of their programmes. Haven't time!e to look now sorry.
Hope you get it sorted but a p60 will be needed.Hi Bakers, no these bonds are Government Bonds and where normally you would fill in an Tax Exemption say at your bank. With these you had to apply after the P60 for this year was issued. Unfortunally this is the Government make it awkward so you have
to wait.0 -
After non arrival of the R 40 , I downloaded one and found there wasn't an address as to reply to . Again I managed to get this on line. Today the R40 arrived but no return address , how do people who are not on the internet know where to send a completed
form. Baaaaa0 -
After non arrival of the R 40 , I downloaded one and found there wasn't an address as to reply to . Again I managed to get this on line. Today the R40 arrived but no return address , how do people who are not on the internet know where to send a completed
form. BaaaaaIf you don't have interweb you don't exist
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Has anyone had a Tax Rebate from these bonds
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Has anyone had a Tax Rebate from these bonds
Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.
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Has anyone had a Tax Rebate from these bonds
Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.
Which address did you post it to Peter ?
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After non arrival of the R 40 , I downloaded one and found there wasn't an address as to reply to . Again I managed to get this on line. Today the R40 arrived but no return address , how do people who are not on the internet know where to send a completed
form. BaaaaaIf you don't have interweb you don't exist
Exactly !! But lots don't have it .
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Has anyone had a Tax Rebate from these bonds
Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.
Which address did you post it to Peter ?
This is the address for all PAYE matters, including sending R40 forms:
Pay As You Earn and Self AssessmentHM Revenue and CustomsBX9 1AS
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Has anyone had a Tax Rebate from these bonds
Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.
Which address did you post it to Peter ?
This is the address for all PAYE matters, including sending R40 forms:
Pay As You Earn and Self AssessmentHM Revenue and CustomsBX9 1ASIn France at the moment so this is from memory but I am sure it WASN'T the address quoted above. I have a feeling it was a Leicester address. I found the 0300 helpline very helpful if you can hold on long enough to get to speak to someone.
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My OH has sent it to th Leicester address will have to see what happens. But I cannot understand why they don't include an address ?
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Do bear in mind that it often doesn't matter where you send things to these government departments. Whatever you send gets scanned and delivered electronically to the appropriate department.......hopefully........sometimes........eventually.......
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I found this..........
"People who have employment income, occupational pension income, incapacity benefit, employment support allowance or jobseekers’ allowance should send the completed R40 form to:
HM Revenue and Customs
PAYE and Self Assessment
BX9 1AS
United Kingdom
All other R40 repayment claims should be sent to:
HM Revenue and Customs
Leicester and Northants (Claims)
Saxon House
1 Causeway Lane
Leicester
LE1 4AA"OH sends hers to Leicester
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