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 personal allowances and tax refunds if you're not resident in the UK
  • 6 April 2023
  • Form
• Claim Income Tax back when you've stopped work
  • 6 April 2019
  • Form
• Claim a tax refund if you've stopped work and flexibly accessed your pension
  • 6 April 2019
  • Form
• Claim a pension death benefit lump sum Income Tax repayment
  • 6 April 2019
  • Form
• Claim an Income Tax refund if you're a EEA resident merchant seafarer
  • 26 June 2014
  • Form
• Claim a refund of Income Tax if you're an expat
  • 1 March 2018
  • Form
• Claim a tax refund if you're a non-resident merchant seafarer
  • 22 April 2020
  • Form
• Claim an Income Tax refund
  • 15 August 2014
  • Form
• Claim a tax refund when you've taken a small pension lump sum
  • 13 April 2023
  • Form
• Claim Income Tax back on a pension death benefit lump sum
  • 6 April 2023
  • Form
• Claim back a flexibly accessed pension overpayment
  • 6 April 2023
  • Form
• Claim an Income Tax refund on a flexibly accessed pension death benefit payment
  • 6 April 2023
  • Form

Allowances and reliefs

• 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
  • 1 April 2008
  • Form

Leaving the UK

• Get your Income Tax right if you're leaving the UK
  • 6 April 2019
  • Form

Published 19 November 2014