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@HMRC Admin 10 Please could you confirm that the amount up to the £30k exemption should still be entered in "Compensation and lump sums payments up to the £30,000 exemption." ? Because in another thread in this forum, https://community.hmrc.gov.uk/customerforums/sa/8854d60e-2d98-ee11-a81c-002248c69e85, HMRC Admin 5 indicated the Other Income section (page Ai 2) did not need to be filled in at all in this case!

@bobby Baxter If you were made redundant, wouldn't you have received a P45 instead of a P60? If your P45 or P60 included the total redundancy pay, including the initial £30k of the ex gratia payment that was supposed to be exempt, then I think you have a complicated issue which might require talking to your former employer and/or HMRC to get sorted out, as your employer seems to have treated the entire payment as taxable. If your P45 or P60 included the redundancy pay, minus the £30k exemption, then that's what happened to me too, and quite a few others who have ended up at this forum - what HMRC Admin 10 already said above appears to be the consensus, though I have not been able to find any written documentation to refer to that says that.

By entering: > "Annual Allowance tax paid or payable by your pension scheme: £12000" you are declaring that you have made arrangements with your pension scheme, to have the pension scheme pay the tax on your behalf - and that's why the tax return isn't asking you to pay the tax yourself. If that's a correct declaration, it sounds like you're all good. If it's not correct, you need to leave that box empty.

The box called "Payments to registered pension schemes (also known as PPR) where basic rate tax relief will be claimed by your pension provider (called 'relief at source')." is for when you pay into a pension yourself, using your taxed earnings. If your employer is paying in to a pension on your behalf, including "salary sacrifice" contributions - which it sounds like is the case since the sums are not part of your P60 - then you do not enter the pension contributions in your tax return at all.

@zaza_uk Please start a new thread for your own question. It would get confusing if we interleaved three different conversations in this one. However, if you know that all of your contributions are via salary sacrifice, you leave that box entirely empty. With salary sacrifice, you were never taxed on the contribution in the first place, so there is no need or entitlement to claim relief.

@HFisher Please start a new thread, it would get confusing if we interleaved multiple different questions in one. When you do: 1) I think you said "employee contributions" when you meant "employer contributions". 2) There are no question numbers in the online tax return - your query would be easier to understand if you gave the question text.

@james stein I agree with @Bella Boo - and here is a different way of explaining it which might help: Your original calculation is actually correct, as far as it goes... but you have stopped short of considering that the tax relief ONLY applies to the money that ends up inside your pension. Therefore, the additional tax relief that is delivered by returning money to your income ... is once again subject to income tax! If you take your figure of £1704.55, and deduct income tax at your marginal rate of 45%, you get the actually received figure of £937.50.

When I filled in my 2021-22 return, in similar circumstances, I left the "Amount saved towards your pension, in the period covered by this return, in excess of the Annual Allowance:" box empty, and documented my working regarding having Annual Allowance to roll over in the main "any other information" box. I am not sure whether I needed to do that, but at least that way I had evidence of having considered this if I needed it. This seems to have been acceptable, as I was never contacted about that return.

After getting a chance to ask a tax professional's opinion (keep things simple; if income is included in your P45 treat it that way, don't try to reassign it elsewhere on the return if you don't absolutely have to, to get a reasonable calculation) and seeing that echoed in some of the responses in this thread, and this one too, more simply: https://community.hmrc.gov.uk/customerforums/sa/8854d60e-2d98-ee11-a81c-002248c69e85 - I'm changing my mind from what I said earlier in this thread and will just go with the advice that page Ai 2 does not need to be completed if the P45 has included the taxable sum.

I don't think it's possible to have a PAYE tax free amount of £12,579 because tax codes only deal with tax free amounts in multiples of £10. Furthermore, the amount in your tax code is not an allowance itself - rather, it is an attempt to summarize all allowances and other personal circumstances that apply to you, into an estimate that controls how PAYE is applied during the year. At the end of the year, Self Assessment looks back over what happened in the year, and charges/refunds tax to correct for anything that wasn't exactly right under PAYE. You need to look at the reasons you were given a non-standard tax code, and ensure all those reasons are declared in the proper parts of your Self Assessment.