SA101 Ai2 Box 9: How do I show Relief claimed on a qualifying distribution on the redemption of bonus shares or securities?

SA101 Ai2 Box 9: How do I show Relief claimed on a qualifying distribution on the redemption of bonus shares or securities?

To show Relief claimed on a qualifying distribution on the redemption of bonus shares or securities, please follow the steps belows:

  1. click the + NEW PAGE button on the left of the screen:

  1. Select 'Investments, Interest & Dividends' from the list shown:


  1. Next click + GROUP:



  1. Then select 'Investments' from the list:


  1. Once you have selected that, click the + ADD button as shown below:


  1. Then select 'Relief on Qualifying Distribution' from the list shown:


Once that has been selected, make your entry in the box shown below:



Then click SAVE.

Please see the HMRC Additional Information Notes for guidance: