Pension savings tax charges

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