A AKMuller New Member Messages 1 21 Feb 2024 #1 Do you need to declare a tax free lump sum from a pension when filling out form 12 online? If you do under what heading? Thanks AKMueller
Do you need to declare a tax free lump sum from a pension when filling out form 12 online? If you do under what heading? Thanks AKMueller
M Marsupial Registered User Messages 982 21 Feb 2024 #2 AKMuller said: Do you need to declare a tax free lump sum from a pension when filling out form 12 online? If you do under what heading? Thanks AKMueller Click to expand... Yes you do. I don't complete Form 12 online, but if you look at section 7 (starts at the bottom of page 5 of the pdf version [at this link: https://www.revenue.ie/en/self-assessment-and-self-employment/documents/form12.pdf ] you'll see where to insert it. (I assume that the online Form 12 follows the same sequence.)
AKMuller said: Do you need to declare a tax free lump sum from a pension when filling out form 12 online? If you do under what heading? Thanks AKMueller Click to expand... Yes you do. I don't complete Form 12 online, but if you look at section 7 (starts at the bottom of page 5 of the pdf version [at this link: https://www.revenue.ie/en/self-assessment-and-self-employment/documents/form12.pdf ] you'll see where to insert it. (I assume that the online Form 12 follows the same sequence.)