R40 - Claim for repayment of tax deducted from savings 2026

1. Click ‘Get Form’ to open it in the editor.
2. Begin by entering your personal details, including your name and address, in the designated boxes. Ensure you use black ink and capital letters for clarity.
3. Fill in the year for which you are claiming repayment and provide your tax reference number. This information is crucial for processing your claim.
4. Complete each section regarding your income, pensions, and any other relevant financial details. Refer to the enclosed R40 Notes for guidance on specific boxes.
5. If applicable, indicate if this is an interim claim by marking the appropriate box. Remember to leave blank any sections that do not apply to you.
6. Review all entries carefully. If you make a mistake, cross it out neatly and write the correct information below.
7. Sign and date the form at the end, ensuring that all provided information is accurate before submission.

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