Bewildered123
Registered User
- Messages
- 3
Hi all,
New member here looking for some advice.
My dad passed away recently and I'm doing my mother's tax returns - never done anything like this before. She has a fear of computers so forget about ROS!
The situation is: she's in her 70s, in receipt of a Widows Pension + Occupational Pension (from my father) + Small UK state pension + ARF.
In theory, Form 12 should be the one she needs because the main part of her income is PAYE (Occ Pension + Widows Pension).
But the notes on the first page of Form 12 say that:
2. An individual with a PAYE source of income and with total gross income from all non-PAYE sources (including income subject to DIRT), of €30,000 or more is regarded as a ‘chargeable person’ for Self-Assessment and must file a Form 11 for that year.
My question:
Does this mean:
PAYE income + non-PAYE (up to 30k)
or
PAYE + Non PAYE = total less than 30k
3. An individual with a PAYE source of income and with net assessable non-PAYE income (including income subject to DIRT), of €5,000 or more is regarded as a ‘chargeable person’ for Self-Assessment and must file a Form 11 for that year
My question:
This seems to reduce the threshold from 2. above down from a gross of 30k to a net of 5k for non-PAYE income??????
Any help greatly appreciated!
New member here looking for some advice.
My dad passed away recently and I'm doing my mother's tax returns - never done anything like this before. She has a fear of computers so forget about ROS!
The situation is: she's in her 70s, in receipt of a Widows Pension + Occupational Pension (from my father) + Small UK state pension + ARF.
In theory, Form 12 should be the one she needs because the main part of her income is PAYE (Occ Pension + Widows Pension).
But the notes on the first page of Form 12 say that:
2. An individual with a PAYE source of income and with total gross income from all non-PAYE sources (including income subject to DIRT), of €30,000 or more is regarded as a ‘chargeable person’ for Self-Assessment and must file a Form 11 for that year.
My question:
Does this mean:
PAYE income + non-PAYE (up to 30k)
or
PAYE + Non PAYE = total less than 30k
3. An individual with a PAYE source of income and with net assessable non-PAYE income (including income subject to DIRT), of €5,000 or more is regarded as a ‘chargeable person’ for Self-Assessment and must file a Form 11 for that year
My question:
This seems to reduce the threshold from 2. above down from a gross of 30k to a net of 5k for non-PAYE income??????
Any help greatly appreciated!