Repayment claims

My wife is over 65 and receives the state pension and a private pension. She earns a modest amount from two jobs and receives interest from National Savings and a number of banks. Total income is well below the personal allowance for those aged over 65.

Some of the interest has been taxed at source as it came from joint accounts. This means that there is an annual repayment claim. For 2008/09 I downloaded a form R40 from the internet and submitted it in July 2009.

Four months later HMRC have said they need a self-assessment return submitted and have sent a form.

Does this mean that the form R40 has no legal force? The current procedure is a waste of time for all involved.

What do readers consider is the most effective way of obtaining repayments from HMRC?

Query 17 529 – Frustrated

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