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 ? 

socalledpeterperfect replied on 13/06/2016 17:55

Posted on 13/06/2016 17:55

Has anyone had a Tax Rebate from these bonds

Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.

hostahousey replied on 13/06/2016 18:29

Posted on 13/06/2016 18:29

Has anyone had a Tax Rebate from these bonds

Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.

 Which address did you post it to Peter ?

hostahousey replied on 13/06/2016 18:31

Posted on 13/06/2016 18:31

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

 

 

 

 

If you don't have interweb you don't exist

 Exactly !!  But lots don't have it .

IanH replied on 13/06/2016 20:03

Posted on 13/06/2016 20:03

Has anyone had a Tax Rebate from these bonds

Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.

 Which address did you post it to Peter ?

This is the address for all PAYE matters, including sending R40 forms:

Pay As You Earn and Self Assessment
HM Revenue and Customs
BX9 1AS

socalledpeterperfect replied on 14/06/2016 07:11

Posted on 14/06/2016 07:11

Has anyone had a Tax Rebate from these bonds

Sorry posted a blank! Yes. I have POA. for my 94 year old mum. She had a 1 year bond matured in Jan 2015 I think. I downloaded firm from HMRC website filled it in and sent it off. She had refund paid dir into her account within 10 days.

 Which address did you post it to Peter ?

This is the address for all PAYE matters, including sending R40 forms:

Pay As You Earn and Self Assessment
HM Revenue and Customs
BX9 1AS

In France at the moment so this is from memory but I am sure it WASN'T the address quoted above. I have a feeling it was a Leicester address. I found the 0300 helpline very helpful if you can hold on long enough to get to speak to someone.

IanH replied on 14/06/2016 09:13

Posted on 14/06/2016 09:13

That's the address Mrs H used and she got a reply within a few weeks confirming her refund.

hostahousey replied on 14/06/2016 09:39

Posted on 14/06/2016 09:39

My OH has sent it to th Leicester address will have to see what happens. But I cannot understand why they don't include an address ?

IanH replied on 14/06/2016 17:49

Posted on 14/06/2016 17:49

Do bear in mind that it often doesn't matter where you send things to these government departments. Whatever you send gets scanned and delivered electronically to the appropriate department.......hopefully........sometimes........eventually.......

KjellNN replied on 14/06/2016 21:49

Posted on 14/06/2016 21:49

I found this..........

"People who have employment income, occupational pension income, incapacity benefit, employment support allowance or jobseekers’ allowance should send the completed R40 form to:

HM Revenue and Customs
PAYE and Self Assessment
BX9 1AS
United Kingdom

All other R40 repayment claims should be sent to:

HM Revenue and Customs
Leicester and Northants (Claims)
Saxon House
1 Causeway Lane
Leicester
LE1 4AA"

OH sends hers to Leicester

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