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Pension fund refund

Posted 27 June 2016 under Tax Questions

Am says:
26 June 2016 at 16:37

I received a payout from my pension fund (from my former employer) during the tax year. In the "Pension and Provident Fund Refunds" section, do I enter the gross or after tax amount received from the Pension Fund (this is under "Enter the amount received from the Fund")?

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TaxTimTaxTim says:
27 June 2016 at 8:53

Please add the gross amount. The tax deducted you can add separately with the tax payments section.

In the section where you can add tax payments made, please then add the PAYE withheld from the payout.


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