My elderly mum is getting this every year.
Her income is a state pension, a pension from last UK employment, and a pension from Hungary.
This was all gone through by HMRC in recent years and I believe her tax code has been adjusted to take care of the last one.
She had some company shares but these have been sold.
The thing is that she was never more than a basic rate taxpayer.
What is the procedure for stopping the tax return being sent to her?
She can't. She has income from outside the UK (her pension from Hungary), and that's one of the things that makes completing a tax return compulsory.
Mark
The Hungarian pension could be a problem. Unless it is fully taxed at source, in HMRC's eyes, and even with conceivable currency variations, it won't cause any thresholds to be crossed, I doubt that HMRC will have
the resources to predict its effect.
The effective higher rate threshold for the elderly is roughly £22k, as above that they start losing their age related allowance, so, although not 40%, the marginal rate goes up. If she is close to that, she well need to submit a return.
Do nothing. HMRC don't like sending out tax returns when they are unlikely to result in any adjustment to the taxation.
It's a chore making them out though... They stopped sending them to me once my income sources stabilised a few years after I retired, and after I was widowed.
With overseas income, it is very unlikely that they will ever stop sending a tax return.
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