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TonyTax
TonyTax, Tax Consultant
Category: Tax
Satisfied Customers: 16667
Experience:  Inc Tax, CGT, Corp Tax, IHT, VAT.
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I need some help with pension tax relief on the self

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hi I need some help with pension tax relief on the self assessment form, please
JA: For which tax year do you need help?
Customer: 201819
JA: Anything else you want the Accountant to know before I connect you?
Customer: I would like to use my higher rate allowance from previous years

Hi. My name is*****'m looking at your question now and will post my answer or ask for more information here in a short while.

Can you tell me what you are looking to do please.

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Customer: replied 4 months ago.
I paid a large lump sum into my pension (scot widows) in March 2018. My income for 2018/19 was not high enough that there is high rate earnings to get the additional tax relief for the entire sum - but I did not use my £40k allowance in 2017/18 and would like to have the high rate tax I paid in that year apply to the balance of the sum.

Thanks for the call.