I've been roped into completing a tax return for my dad, and I don't live in Ireland so not overly familiar with the pension tax refund process. Basically he has taken out a standard PRSA with Zurich through a broker and made a one off AVC contribution for 2019, as he is nearing retirement. He's forwarded on some documents they have supplied, one being the PRSA 2 AVC Cert.
I have access to his revenue myAccount, and I can see under 'Add Credits' there's a section for AVC under your job. Is it as simple as inputting the lump sum contribution in this section?. It does state 'Employment where superannuation fund is held', which I was wondering about as the PRSA he has taken out is seperate to the Employer's (public service) I assume. But is that there for tax calculation purposes?
Also, i thought I read somewhere you need to send the AVC cert to revenue. So just wondering is there another section or form that i should be using rather than through myAccount option.
Appreciate any guidance. Thanks
I have access to his revenue myAccount, and I can see under 'Add Credits' there's a section for AVC under your job. Is it as simple as inputting the lump sum contribution in this section?. It does state 'Employment where superannuation fund is held', which I was wondering about as the PRSA he has taken out is seperate to the Employer's (public service) I assume. But is that there for tax calculation purposes?
Also, i thought I read somewhere you need to send the AVC cert to revenue. So just wondering is there another section or form that i should be using rather than through myAccount option.
Appreciate any guidance. Thanks