British Expats - Residents Tax

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- - Residents Tax (https://britishexpats.com/forum/spain-75/residents-tax-951852/)

I know it's late...

I asked IPC for a P60 for my state pension, and they sent an IPC147 form with the amount of pension paid and a statement saying that NO tax had been paid... is this what my accountant needs??
It's for my 1st tax return.

Thanks

Re: Residents Tax

A P60 is pretty useless as the Spanish and UK tax years are different. You don't have to produce any income documentation. Work out the amount for the calendar year and just give him the amount.
If you haven't submitted it by now you will get a fine.

Re: Residents Tax

Quote:

Originally Posted by guyparry (Post 13261300)

You cant get a P60 for the UK State Pension.
https://www.alanbrookes.co.uk/autumn...le%20One-6cly8

Re: Residents Tax

When did you become resident in Spain?

Re: Residents Tax

Resident since 2016 but this my 1st year end for State pension..

Re: Residents Tax

In the absence of any other documentation, your best proof of the amount of your state pension is your annual letter from DWP stating what your pension will be.

Re: Residents Tax

Thank you all, much appreciated ðŸ‘

Re: Residents Tax

Quote:

Originally Posted by bobd22 (Post 13261312)

You cant get a P60 for the UK State Pension.
https://www.alanbrookes.co.uk/autumn...le%20One-6cly8

True.

Quote:

Originally Posted by Fred James (Post 13261341)

In the absence of any other documentation, your best proof of the amount of your state pension is your annual letter from DWP stating what your pension will be.

Maybe bank receipts would work for the OP?

From a 2024 US thread ...

Quote:

Originally Posted by BuckinghamshireBoy (Post 13246491)

As far as I've found, that level of info is not generally directly available from DWP. It is however sometimes possible to obtain, but it takes some grovelling.

I am currently undergoing a tax audit, with the Belgian FOD asking for statements from my diverse pension providers.

I recently spent 20+ mins on the 'phone with DWP; a very helpful person put the necessary stuff in motion, resulting in the below extract, received 20-odd days later by snail-mail.

https://cimg0.ibsrv.net/gimg/british...068f2d60f0.png
Followed by the requested 4-weekly details (including Christmas bonus) but that's for me + FOD, not you lot.

I interpret this as their (DWP) IT systems are not yet up for it, so best stick with using the receiving bank statements for tax purposes.

Belgium FOD has subsequently accepted the receiving bank statement extracts as 'proof of income'; one would hope that Spanish tax authorities are equally aware of the lack of DWP statement.

Re: Residents Tax

As Fred has said no actual proof of income is required, it's trust based.

If you tell whomever does your tax return that your income for the year was â‚¬xxxx that's all they need.

Re: Residents Tax