Claim a refund of Income Tax deducted from savings and investments

If you’re registered for Self Assessment, apply for a repayment on your Self Assessment tax return.

If you meet any of the Self Assessment criteria, you must complete a tax return. Do not submit form R40 for repayment.

If you (or the person you’re claiming for) live abroad,outside applyof forthe aUK, repaymentyou usingcan formclaim R43personal allowances and tax refunds if you live abroad.

Before you start

The time limit for applying is 4 years after the end of the tax year you are claiming for. You need to submit a separate application for each tax year.

To submit an application on behalf of someone else, you must use the postal form. If you are applying on behalf of a minor, you need to include their residential address on the form.

Read the R40 notes (PDF, 550 KB, 8 pages) to help you fill in the form.

Apply for a repayment online

You’ll need to either:

• sign in with your Government Gateway user ID and password (if you do not have a user ID, you can create one when you first try to sign in)
• use your email address to get a confirmation code that you can use to sign in

You will get a reference number that you can use to track the progress of your claim.

Apply now

Apply for a repayment by post

1. Print the postal form (PDF, 254 KB, 4 pages).

2. Fill it in by hand.

3. Post it to HMRC.