Personal Tax: Fill in Foreign Dividends Boxes 6, 7 Page TR3?

Article ID

personal-tax-fill-in-foreign-dividends-boxes-6-7-page-tr3

Article Name

Created Date

9th November 2021

Product

Problem

IRIS Personal Tax: How to fill in Foreign Dividends Boxes 6, 7 on Page TR3?

Resolution

This is a HMRC rule set up for Foreign income:

Users cannot claim ‘Foreign Tax Credit Relief’ (FTCR) on Foreign dividends – and expect it to be shown on page TR3 boxes 6 etc.

If you claim ‘FTCR’ on the dividends, then it needs to go on to the Foreign pages (and not TR3 box 6 etc).

If you have a Foreign dividend entry – You can test this by:

Foreign
Dividends and Interest
Open the dividend entry on the top half
Untick the the ‘Claim Tax credit relief’ box and then check page TR3.
If the client really has a ‘Claim Tax credit relief’ then re-tick it and it will only show on the Foreign pages.

Thank you for your feedback.

Was this useful?

Yes No

We are sorry you did not find this KB article helpful. Please use the box below to let us know how we can improve it.

Escalate to Support?

First Name *

Last Name *

Company Name *

Email Address *

Phone Number *

IRIS Feedback *

For information on how we manage your data please view our privacy policy