Form R40: repayment of tax on savings and investments
We provide information on form R40, including an annotated example to help illustrate how to complete it.
We provide information on form R40, including an annotated example to help illustrate how to complete it.
On this page, we explain how to claim a refund of tax paid on savings income. This information is for people who do not have to fill in a tax return. If you normally complete a tax return, see our page Self assessment tax refunds.
The marriage allowance has been available since 6 April 2015. Some couples are only just becoming aware of the marriage allowance. The good news is that claims can be backdated for up to four years.
If you are taxed under the Construction industry scheme (also known as the CIS), your contractor must withhold tax on its payments to you. This means you may overpay tax under the CIS and need to claim a refund.
If you no longer need to file Self Assessment tax returns, you should tell HMRC.
This page looks at what to do if you have paid too much tax on your employment or pension income.