Pensioner Bonds

hostahousey replied on 10/06/2016 13:59

Posted on 10/06/2016 13:59

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 ? 

tombar replied on 10/06/2016 15:04

Posted on 10/06/2016 15:04

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 antarcticHappy.  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 space

Bakers2 replied on 10/06/2016 16:35

Posted on 10/06/2016 16:35

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?

IanH replied on 10/06/2016 19:26

Posted on 10/06/2016 19:26

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!

hostahousey replied on 10/06/2016 20:41

Posted on 10/06/2016 20:41

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

hostahousey replied on 13/06/2016 12:10

Posted on 13/06/2016 12:10

Has anyone had a Tax Rebate from these bonds

Bakers2 replied on 13/06/2016 12:18

Posted on 13/06/2016 12:18

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.

hostahousey replied on 13/06/2016 14:40

Posted on 13/06/2016 14:40

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.

hostahousey replied on 13/06/2016 16:26

Posted on 13/06/2016 16:26

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. Baaaaa

 

 

 

 

Bakers2 replied on 13/06/2016 17:40

Posted on 13/06/2016 17:40

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. Baaaaa

 

 

 

 

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