Collection

Income Tax forms

Find Income Tax forms for tax refunds, allowances and reliefs, savings and investments and leaving the UK.

• From: HM Revenue & Customs
• Published: 19 November 2014

Tax refunds

• Claim back Income Tax when you've stopped working (P50)
  • 23 August 2024
  • Guidance
• Claim personal allowances and tax refunds if you live abroad (R43)
  • 6 April 2025
  • Guidance
• Claim a refund of Income Tax if you're an expat
  • 1 March 2018
  • Form
• Claim an Income Tax refund if you're a EEA resident merchant seafarer
  • 26 June 2014
  • Form
• Claim a tax refund if you're a non-resident merchant seafarer
  • 22 April 2020
  • Form
• Claim a refund if you've paid tax on your savings and investments
  • 6 April 2025
  • Guidance

Tax refunds and pensions

• Claim a tax refund if you've stopped work and flexibly accessed all of your pension (P50Z)
  • 1 May 2025
  • Guidance
• Claim a tax refund when you've flexibly accessed all of your pension (P53Z)
  • 6 April 2025
  • Guidance
• Claim a tax refund when you've taken a small pension lump sum (P53)
  • 23 August 2024
  • Guidance
• Claim back tax on a flexibly accessed pension overpayment (P55)
  • 6 April 2025
  • Guidance

Allowances and reliefs

• Get your Income Tax right if you're leaving the UK (P85)
  • 23 August 2024
  • Guidance
• Declare beneficial interests in joint property and income
  • 19 April 2016
  • Form
• Ask HMRC to transfer surplus Income Tax allowances
  • 1 July 2020
  • Form
• Transfer the Married Couple's Income Tax Allowance
  • 28 July 2016
  • Form
• Request for Seafarers' NT Code for Income Tax
  • 5 July 2016
  • Form

Savings and investments

• Apply to get a joint annuity without Income Tax taken off
  • 1 October 2009
  • Form
• Apply to get an annuity without Income Tax taken off
  • 31 March 2016
  • Form
• Request an exemption from Income Tax on the capital part of a Purchased Life Annuity
  • 21 September 2023
  • Form

Published 19 November 2014