HELP!!How to claim tax back on pension lumpsum for an elderly relative?

Hello,

My uncle is retired with a few years, he's 70 years old. Last year, his pension company offered him x amount in a lumpsum payment, or continue getting a monthly amount until he passes away.
He chose the lump sum and received a few thousand euro towards the end of 2008.
He was taxed on this lump sum payment, and is now looking to claim this tax back.

What form does he need in order to claim this back, as he does not have a p45/p60 etc.?

His only income at the moment is state pension, plus I suppose a v small dividend from whatever savings he has in the local credit union.

Thanks in advance.

Hi Bluebean,

I have moved your post to the Taxation Forum as I feel it is more relevant.

Where pension fund value is less than (I think) €20,000 there is an option for a lump sum payment under the "triviality pension rule" . That would have been taxed on receipt but might not be ultimately taxable / taxable in full at end of year. He could file a Form 12 with state pension details and the details of the pension payment and tax paid and Revenue would issue a balancing statement with any refund due. The form 12 is available for download on Revenue.ie.