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bigduckontax
bigduckontax, Accountant
Category: Tax
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Experience:  FCCA FCMA CGMA ACIS
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I've just been advised from Lloyd's bank that they deducted

Resolved Question:

I've just been advised from Lloyd's bank that they deducted tax from the 8% interest on my PPI redress in march 2012 of 5000, I was a nil rate tax payer for the year ending April 2012, do I fill in form R 40 to claim a rebate, also I'm concerned about the 4 year deadline, they haven't given me tax certificates only confirmation that they deducted it.
Thank you for your assistance.
Submitted: 1 year ago.
Category: Tax
Expert:  bigduckontax replied 1 year ago.
Hello, I am Keith, one of the experts on Just Answer, and pleased to be able to help you with your question. I would advise you to complete a R40 without delay, but for the tax year in which the PPI award was made to you. I do hope ghat I have shown you the wat forwsd in this matter.
bigduckontax and other Tax Specialists are ready to help you
Customer: replied 1 year ago.

Thank you , but does it matter that I don't have a certificate of interest

Expert:  bigduckontax replied 1 year ago.
No, you do not need to support your claim as HMRC will have a record of Lloyds' deduction of tax. Please be so kind as to rate me before you leave the Just Answer site.
Expert:  bigduckontax replied 1 year ago.
Thank you for your excellent support.

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