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R38 Expat Claiming for a repayment of an amount overpaid 2026
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- Click ‘Get Form’ to open the R38 Expat Claiming form in our editor.
- Begin by filling out your personal information in the 'About you' section. Include your surname, first name, address, National Insurance number, Self Assessment reference (if applicable), and employer PAYE reference (if applicable).
- In the 'About your repayment' section, specify the dates for which you are claiming a repayment of overpaid tax. Ensure to tick the appropriate box indicating whether the account is in your name, nominee’s name, or agent’s name.
- Provide bank or building society details. Enter the name of the account holder, bank or building society name, account number, and branch sort code.
- Complete question 9 by providing the name and address of the person who will receive the repayment if it is not you. Finally, sign and date the form at the bottom.
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Jan 16, 2024 overpayment minus $300. In general, a claim for refund must be made by April 15, 2027. You repaid some or all of it this year, claim the