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An R40 is the form that needs to be completed if you wish to claim a repayment of tax deducted from your savings and investments. The information provided will allow HM Revenue & Customs to investigate whether you've paid too much tax and issue you with a refund of any monies you may be due.
What is taxable on a PPI refund? You do not owe any tax on a PPI cash refund. You do owe tax on the 8% interest because it is seen as extra income by HMRC. In other words, if your cash had been in a savings account, you would have been liable to pay tax on its earnings.
You can use form R40 to make a claim for repayment of tax in certain circumstances: you are not within Self Assessment \u2013 that is you do not have to submit an annual tax return; you have paid too much tax on interest from your savings and investments (including purchased life annuities or PPI payouts); and.
In completing the form R40, you should input the net interest in box 3.1 'Net interest paid by banks, buildings societies etc, purchased life annuities and PPI payments \u2013 after tax taken off'. You should then input the tax deducted in box 3.2 and the gross amount in box 3.3.
An R40 is the form that needs to be completed if you wish to claim a repayment of tax deducted from your savings and investments. The information provided will allow HM Revenue & Customs to investigate whether you've paid too much tax and issue you with a refund of any monies you may be due.
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People also ask

The answer is usually somewhere between 5 days and 8 weeks, depending on a number of factors including the system involved (for example by PAYE or Self Assessment), whether you applied online or by paper; and whether HMRC make any security checks during the process.
Complete form R40 to claim a refund if you think you've paid too much tax on interest from your savings in an earlier tax year. Use form R43 to claim personal allowances and a tax repayment if you're an individual not resident in the United Kingdom.
Overall, the IRS anticipates most taxpayers will receive their refund within 21 days of when they file electronically if they choose direct deposit and there are no issues with their tax return. The IRS urges taxpayers and tax professionals to file electronically.
You can download form R40 from GOV.UK. If you are unable to print the form off yourself (or with help from friends/a local library, etc.) then you will have to phone HMRC to request that they send you a copy. The phone number to use is: 0300 200 3300.
The answer is usually somewhere between 5 days and 8 weeks, depending on a number of factors including the system involved (for example by PAYE or Self Assessment), whether you applied online or by paper; and whether HMRC make any security checks during the process.

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