Check how to claim a tax refund on your pension

You may be able to claim a tax refund on a pension if you’ve:

• stopped working and taken all your pension
• taken a small pension lump sum
• flexibly accessed all, or some, of your pension
• had income from a pension annuity

If you’ve already claimed a tax refund, check when you can expect a reply.

Before you start

To check how to claim, you’ll need:

• your National Insurance number
• the amount of pension payment and tax taken from it
• details of any other taxable income you expect to receive
• payment details for you or your nominee — these will be used if you’re due a refund

To claim online, you’ll need to sign in to use the service. If you do not already have sign in details, you’ll be able to create them.