Hi all,
Last year I opened a PRSA and made a 10,000 euro lump sump deposit on the 01/10/2022. I then wanted to start monthly payments but Zurich said I couldn't as I was paid up until the 01/10/2023.
Anyway I am now swapping to monthly contributions of 800 euro from the 01/10/2023.
My question is- does my payment of 10,000 euro last year count for my 2022 or 2023 tax return? I would have thought 2022, but because the payments seems to have been for 2023 I'm not sure if this is how it will work.
I want to make sure I get the tax relief I am owed. I guess the problem is if it counted for 2022, my payments for 2023 will be very low, as I haven't been contributing over the course of this year. Can I make another lump payment to increase this years contributions?
I never got a PRSA statment or anything from Zurich, can I request this from them for last year and this year?
Thanks,
Jack
Last year I opened a PRSA and made a 10,000 euro lump sump deposit on the 01/10/2022. I then wanted to start monthly payments but Zurich said I couldn't as I was paid up until the 01/10/2023.
Anyway I am now swapping to monthly contributions of 800 euro from the 01/10/2023.
My question is- does my payment of 10,000 euro last year count for my 2022 or 2023 tax return? I would have thought 2022, but because the payments seems to have been for 2023 I'm not sure if this is how it will work.
I want to make sure I get the tax relief I am owed. I guess the problem is if it counted for 2022, my payments for 2023 will be very low, as I haven't been contributing over the course of this year. Can I make another lump payment to increase this years contributions?
I never got a PRSA statment or anything from Zurich, can I request this from them for last year and this year?
Thanks,
Jack