Personal Tax- Pension Contribution Relief at 20% or 40%
Article ID
personal-tax-pension-contribution-relief-at-20-or-40
Article Name
Personal Tax- Pension Contribution Relief at 20% or 40%
Created Date
18th March 2024
Product
IRIS Personal Tax
Problem
IRIS Personal Tax- Pension contribution relief at 20% or 40%
Resolution
Claim the 20% Relief only: Go to Reliefs | Pension Contribution | Personal pension contribution and enter the value
Claim the additional 20% Relief (eg 40%): Enter the pension in Income | Pension and state benefits | State pension, this will extend the basic rate band and give you the relief for the higher rate. If you do not agree with this information you will need to contact HMRC to find out where this entry needs to be populated on the self-assessment.
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.
