SA100 TR 3 Box 9: How Do I Record State Pension Lump Sum?

• Click on Add New Page

 

 

 

• Select Pensions and Benefits

 

 

 

• Select Add Income
  

 

 

• Choose a Category from the drop-down list

 

• Enter the Amount for Box 9 and Tax Deduction for Box 10 
  
  
  
  
• Click Save
  

 

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• SA100 TR 3 Box 10: How Do I Record Tax Deducted from my State Pension Lump Sum?

  Click on Add New Page Select Pensions and Benefits Select Add Income Choose a Category from the drop-down list Enter the Amount for Box 9 and Tax Deduction for Box 10 Click Save

• SA100 TR 3 Box 16: How Do I Record Other Taxable State Pensions and Benefits?

  Click on Add New Page (Ignore if you already have the Pensions & Benefits page) Select Pensions and Benefits Select Add Income Choose Other Taxable State Pensions or Benefits from the drop-down list Enter the Amount for Box 16 Click Save

• SA100 TR 3 Box 8: How Do I Record State Pension Income?

  Click on Add New Page Select Pensions and Benefits Select Add Income Choose a Category from the drop-down list Enter the Amount and Click Save

• SA100 TR 3 Box 12: How Do I Record Tax deducted from my Pension Income?

  Click on Add New Page Select Pensions and Benefits Select Add Income Choose one of the shown options from the drop-down list Enter the Amount for Box 10 and Tax Deduction for Box 12 Some options will require further information, you should get these ...

• SA100 TR 3 Box 11: How Do I Record Pension Income?

  Click on Add New Page Select Pensions and Benefits Select Add Income Choose one of the shown options from the drop-down list Enter the Amount for Box 10 and Tax Deduction for Box 12 Some options will require further information, you should get these ...