Tax return - "Tax refunded or set-off"
Discussion
Sorry for another tax return question. I'm being asked ...
"You have said that you had tax refunded or set-off by us or Jobcentre Plus in the tax year 2016 to 2017. Please complete the following question. Income tax refunded or set-off:"
Earlier in the tax return I selected "yes" from the drop-down as I did have tax refunded, hence why I'm now being asked the above question.
I did have a tax refund, but it showed up in my wage slip, it didn't come from HMRC or Jobcentre plus. I've already shown it as a minus figure in the section for tax paid on the relevant bit of employment as you should if there's an "R" next to it on your P60.
Is the "Tax refunded or set-off" bit something that I need to ignore as I didn't have a refund sent to me by HMRC or Jobcentre plus, or do I need to show the amount again in this section because I did receive a refund, albeit in my wage slip?
"You have said that you had tax refunded or set-off by us or Jobcentre Plus in the tax year 2016 to 2017. Please complete the following question. Income tax refunded or set-off:"
Earlier in the tax return I selected "yes" from the drop-down as I did have tax refunded, hence why I'm now being asked the above question.
I did have a tax refund, but it showed up in my wage slip, it didn't come from HMRC or Jobcentre plus. I've already shown it as a minus figure in the section for tax paid on the relevant bit of employment as you should if there's an "R" next to it on your P60.
Is the "Tax refunded or set-off" bit something that I need to ignore as I didn't have a refund sent to me by HMRC or Jobcentre plus, or do I need to show the amount again in this section because I did receive a refund, albeit in my wage slip?
Anyone else know?
In summary...
In section 3 "Tailor your Return", it asks "Have you had any 2016-17 Income Tax refunded or off-set by us or JobCentre Plus?"
I answered yes as I'd received a refund.
In section 4 "Fill in your return", it asks "UK tax taken off [company name] pay:"
I entered a negative value to show the refund displayed on my P60.
In section 4 "Fill in your return", it states "You have said that you had tax refunded or set-off by us or Jobcentre Plus in the tax year 2016 to 2017. Please complete the following question. Income tax refunded or set-off:"
This refers to the question to which I answered "yes" in Section 3.
My question is, should I have answered "yes"? My refund appeared on my pay slip and was included with my salary - it didn't come as separate payment from HMRC or Jobcentre Plus, so maybe that's something entirely different to which I should have answered "no".
Anyone?
In summary...
In section 3 "Tailor your Return", it asks "Have you had any 2016-17 Income Tax refunded or off-set by us or JobCentre Plus?"
I answered yes as I'd received a refund.
In section 4 "Fill in your return", it asks "UK tax taken off [company name] pay:"
I entered a negative value to show the refund displayed on my P60.
In section 4 "Fill in your return", it states "You have said that you had tax refunded or set-off by us or Jobcentre Plus in the tax year 2016 to 2017. Please complete the following question. Income tax refunded or set-off:"
This refers to the question to which I answered "yes" in Section 3.
My question is, should I have answered "yes"? My refund appeared on my pay slip and was included with my salary - it didn't come as separate payment from HMRC or Jobcentre Plus, so maybe that's something entirely different to which I should have answered "no".
Anyone?
I think the refund was due to a period of being out of work in 2016/2017.
I started the 2016/2017 tax year in full time employment which had run continuously since November 1997. This lasted until the end of August at which point I was made redundant. I secured new employment at the start of Feb 2017. A refund was shown on my P60, most of which was made in my February pay.
I started the 2016/2017 tax year in full time employment which had run continuously since November 1997. This lasted until the end of August at which point I was made redundant. I secured new employment at the start of Feb 2017. A refund was shown on my P60, most of which was made in my February pay.
Edited by MitchT on Wednesday 10th January 17:15
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