Claim a refund of Income Tax deducted from savings and investments (R40)

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 outside of the UK, you can claim personal allowances and tax refunds if you live abroad.

BeforePayment youProtection startInsurance (PPI) claims

TheIf timeyou’d limitlike forto applyingclaim istax 4back yearson afterinterest paid on a PPI claim, you need to send us a document which shows details of your PPI claim. This can be either:

• the endfinal response letter from the company that made payment to you
• a certificate from the company that refunded you, to confirm the amount of tax deducted from the refund

If you do not have either of these, you can request them from the company that refunded you.

If your claim is for any other type of repayment, do not send us any personal records, tax yearcertificates or vouchers with your form. We’ll contact you areif claimingwe for.need these.

Before you start

You can make a claim for the current tax year and the previous 4 years. 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.

If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, email different.format@hmrc.gov.uk and tell us what format you need. It will help if you tell us what assistive technology you use.

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
   

   

   R40 theprint postaland post form (

   PDF, 254 KB, 4 pages)

   This file may not be suitable for users of assistive technology.

   Request an accessible format.

   If you use assistive technology (such as a screen reader) and need a version of this document in a more accessible format, please email different.format@hmrc.gov.uk. Please tell us what format you need. It will help us if you say what assistive technology you use.

   HMRC will accept a digital signature on the R40 print and post form. This could be signed on the screen of a digital device, or displayed in a keyboard-typed font.

   1. Print the form.

   2. Fill it in by hand.

   3. Post it to HMRC.