Possible Tax Rebate help.

[Shazza50]

Wondering if hubby is due a tax rebate. Up until August last year he was receiving Incapacity benefit and he also has an occupational health pension from a previous employer, on which he was taxed. He has now received a new tax code for April which says that he can receive £790 pension per month before any tax is deducted. My understanding is that the tax code has changed because he no longer receives IB. His pension is about £700 before tax. So as he was still paying tax of £100 per month on his pension from August to March, and not receiving IB, is it likely he will receive a tax rebate come April?

[EagerElephant]

Yes he should get a rebate but it is unlikely to be in April, more like May or June.

 

HMRC will wait until the pension company have sent them details via the P60 and also any info they get from JC+ which is why April is too soon.

 

If you haven't heard anything after May I would write in a letter enclosing copies of the P60's/P45 and request a refund of the tax paid.