Help with pensions on your Self Assessment tax return
Find information on reporting income from pensions, pensions savings tax charges and claiming relief on pension contributions on your Self Assessment tax return.
Find out about tax relief on your private pension contributions and whether you need claim it in your Self Assessment tax return.
Helpsheet for filling in your tax return
Helpsheets provide information which can help you complete certain sections of your Self Assessment tax return.
鲍蝉别听迟丑别 Pension savings 鈥 tax charges (HS345)聽helpsheet to help you declare:
- pension savings tax charges
- taxable lump sums from overseas pension schemes
HMRC YouTube videos
Watch a YouTube video about paying any tax due on your State Pension if it鈥檚 more than your Personal Allowance.
You will learn about:
- your tax code
- how to include your pension on your Self Assessment tax return
- your personal allowance
Watch a聽recorded webinar about other income and tax reliefs on your online tax return.
You will learn about:
- declaring income from state and private pensions
- tax reliefs, including paying into registered pension schemes and overseas pension schemes