Tax Returns

C

coillte76

Guest
I saw an ad in the paper the day before yesterday that revenue would only allow 4 years backdating of tax returns as opposed to 10 from 31st December. I need to do a few returns. Can I go into tax office, is it Dublin Castle and give med 1 forms for all my medical expenses over the past 8 years ? Do I have to fill out a return for each year ? If so where can I get the relevant forms ? Does everything have to be done and dusted to obtain tax back by the 31st or whenever tax office shut or just register. I also have pension policies to claim tax relief on and vhi. Are there any sites that would direct me please ?
 
I saw an ad in the paper the day before yesterday that revenue would only allow 4 years backdating of tax returns as opposed to 10 from 31st December.

Yes - backdated claims are being limited to 4 years instead of 10 as is the case now. See [broken link removed].

Can I go into tax office, is it Dublin Castle

No - it's whatever tax office is mentioned on your statement of tax credits or other communication from Revenue. Dublin Castle houses Capital Taxes and perhaps other departments but not PAYE (I'm assuming that you're an employee and not self employed).

Do I have to fill out a return for each year ?

I presume so - at least MED1 forms for each year, not necessarily full Form 12 returns unless your other tax affairs are out of date. Include copies of your P60s for the relevant years too and perhaps a note explaining what you're looking for.

If so where can I get the relevant forms ?

See [broken link removed]. MED1/2 forms are available [broken link removed]. If you can't find a specific form for a specific year then it doesn't really matter - just make it clear which form is for which year (e.g. cross out the printed year and write in the relevant year).

Does everything have to be done and dusted to obtain tax back by the 31st or whenever tax office shut or just register.

For any year up to 2000 I presume so since after December 31st 2004 you will only be able to claim in respect of 2001 or later presumably? For 2001 onwards there is no rush just yet. For 2004 you probably won't be able to claim medical expenses relief until you get your 2004 P60 in early 2005

I also have pension policies to claim tax relief

See . In my experience a claim form is not absolutely necessary and a letter containg clear details of the contributions and years in respect of which you are claiming tax relief is sufficient. Don't forget to include copies of any RAC (Retirement Annuity Contract - aka Personal Pension Plan) or PRSA1 certificates as proof of contributions made. Again copies of P60s are also essential.

and vhi

[broken link removed] has been granted at source for a good few years now. Are you sure that you have relief outstanding? If so then, once again, collate the details (including receipts) and put them in a letter.

Are there any sites that would direct me please ?

Hopefully the above answers all of your question but Revenue is an obvious source of information on this stuff.

Hope this helps.