This screen is accessed via the data input tab within the tax return.

Pension benefits transferred subject to the overseas transfer charge

  • ‘Description of transfer’
  • ‘Scheme reference’
  • ‘Value of benefits transferred’
  • ‘Tax paid by scheme’

Unauthorised payments from a pension scheme

  • ‘Description’
  • ‘Amount not subject to surcharge’
  • ‘Amount subject to surcharge’
  • ‘Foreign tax paid’

Taxable lump sums from overseas pensions schemes

  • ‘Description’
  • ‘Short service refund’
  • ‘Taxable lump sum’
  • ‘Foreign tax paid’