Reclaim Overpaid Tax On Pension Drawdown
Published / Last Updated on 13/12/2018
What HMRC forms do you need to complete to reclaim income tax withheld by your pension company when you use flexible pension drawdown?
P50z - if you have a drawdown pension, have been overtaxed, have no other money left in the pension fund and have NO OTHER TAXABLE INCOME
P53z - if you have a drawdown pension, have been overtaxed, have no other money left in the pension fund and DO have OTHER TAXABLE INCOME
P55 - if you have drawdown pension, been overtaxed and STILL HAVE MONEY LEFT OVER IN THE PENSION FUND
Remember: Completing HMRC forms online is quicker than paper.
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