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Where Taxpayers and Advisers Meet

Erroneous tax refund

Joined:Thu Jan 25, 2018 1:58 pm
Erroneous tax refund

Postby Ellie10 » Tue Nov 21, 2023 7:32 pm

Hi, I submit self assessment each year.

I have had a £600 tax refund in May '23 (for 22/23 tax year) that I am not entitled to.

It's based on my P60 income being lower than personal allowance and is the tax deducted (matches P60 amount) from a private pension which is the only "income" I have.

However I have other "additional income" via interest which hasn't been taken into account yet as they sent the money soon after P60 from pension ppl in April. Once I submit my 22/23 SA, I will actually be due to pay HMRC around 3k in tax for 22/23. I called HMRC after notification but b4 chq issued...and was assured that they would stop the cheque. The chq came anyway so I didn't cash it as I know it's erroneous.

I don't know if they will know I haven't cashed it as it's a few months ago now and I've heard nothing since.

How do I deal with this on my SA for 22/23 which I am about to complete pls...or do I ignore it? I obviously want to ensure that they know I didn't take the refund.

I have called numerous times over past few weeks but each time the wait times are ridiculous and I have hung up.

Thanks in advance for any assistance.

Joined:Wed Aug 06, 2008 4:06 pm
Location:West Sussex

Re: Erroneous tax refund

Postby pawncob » Tue Nov 21, 2023 8:57 pm

A cheque is valid for six months, so they won't know that you won't cash it.
Just submit the return......and wait.
With a pinch of salt take what I say, but don't exceed your RDA

Joined:Thu Jan 25, 2018 1:58 pm

Re: Erroneous tax refund

Postby Ellie10 » Tue Nov 21, 2023 9:25 pm


Joined:Mon Mar 11, 2019 4:22 pm

Re: Erroneous tax refund

Postby Jholm » Wed Nov 22, 2023 11:36 am

Sounds like HMRC weren't expecting a return. It might be the case that PAYE and Self-Assessment aren't linked.

When they are expecting a tax return, you shouldn't get sent a PAYE calculation (or overpayment arising therefrom) until the return is filed.

Joined:Thu Jan 25, 2018 1:58 pm

Re: Erroneous tax refund

Postby Ellie10 » Wed Nov 22, 2023 1:32 pm

Thanks, I haven't had any PAYE for many a year, just SA. This year I activated a private pension which is in addition so they should still have expected SA I think.....

I've actually completed the SA now - tho not yet submitted - and it had a section asking if I had had a tax refund so I answered yes and amount and the final calc took it into account as a refund so so now I'll just bank the chq and.... one cancels the other out.

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