Tax on a personal pension

[padraig mac]

I know that personal pensions have tax deducted at source (by the pension provider).

However, if a pensioner’s total income (including pension) is below the tax threshold is he still liable to pay tax on his pension?

 

[Graham_07]

if total income including pension is under the exemption limit for the relevant age / status then tax would not be payable. If it has been deducted the person could apply to Revenue for a refund (maximum 4 years back ) You could also check with Revenue and the pension provider that the Tax Credit and Standard Rate Cut-off Point instruction is correct for the incomee involved. There's a lo call number on the tax credit certificate.

 

[padraig mac]

Many thanks Graham