You can claim back tax from HM Revenue and Customs (HMRC) if either:
- you’ve flexibly accessed your pension
- you’ve taken only part of your pension pot and won’t be taking regular payments
- the pension body is unable to make a tax refund
To make your claim you can:
- use the online form (sign in or set up a Government Gateway account)
- fill in the form on-screen, print it off and post it to HMRC
- print off the form, fill it in by hand and post it to HMRC
If you’ve taken all of your pension pot, use form P50Z or form P53Z.
Fill in this form with details of any other income that you expect to get during the tax year to make sure we repay the right amount of tax to you. If you don’t know the final figures, enter the most accurate estimates you can. Use whole numbers, rounded down to the nearest pound.
We’ll make checks at the end of the tax year and contact you if the amount is different. You should keep your pay and tax records.
If you’re an older person on low income, you can call the independent charity Tax Help for Older People for free tax advice.
If you’re not a UK resident for tax purposes, you don’t need to fill in this form. You can either:
Get the right software
The print and post form (that you complete on screen and print off) is interactive and you must use Adobe Reader to complete it. Downloading Adobe Reader is free. Download the latest version of Adobe Reader.
Claim for repayment of tax when you have stopped working: flexibly accessed pension (P50Z)
Use form P50Z if you don’t receive employment income, Job Seeker’s Allowance, taxable Incapacity Benefit, Employment and Support Allowance or Carer’s Allowance.
Claim a tax refund when you’ve taken a small pension lump sum
Use form P53Z if you do receive employment income, Job Seeker’s Allowance, taxable Incapacity Benefit, Employment and Support Allowance or Carer’s Allowance.
Claim a tax refund when you get a pension
Guidance on how to claim if you’re entitled to a refund of tax on payments received from a pension.