Self Assessment Form and SIPP Carry Forward Payments

Self Assessment Form and SIPP Carry Forward Payments

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Greenmantle

Original Poster:

1,613 posts

120 months

Thursday 24th April
quotequote all
Just looking for confirmation.
In the Self Assessment Online Form there are two boxes where you enter pension payment amounts.

(1) Payments to registered pension schemes.
I entered the sum of:
(i) payments from salary into employers pension scheme (before tax)
(ii) payments from my bank account into my SIPP for tax year 2024/25.
(iii) payments from my bank account into my SIPP for tax year 2021/22 under the carry forward rule.

(2) Total of any "one-off" payments
I entered the sum of:
item (iii) above.

Is this correct? Thanks.

supersport

4,397 posts

239 months

Friday 25th April
quotequote all
Assuming i) is salary sacrifice that shouldn’t be there. You’ve already had that tax free.

Greenmantle

Original Poster:

1,613 posts

120 months

Friday 25th April
quotequote all
supersport said:
Assuming i) is salary sacrifice that shouldn’t be there. You’ve already had that tax free.
cheers - that makes perfect sense