Help, I’m tearing my remaining hair out having wasted a few weeks trying to get an answer from Revenue. While a little unusual, I don’t believe this can be a unique situation:
2025 Schedule D liability approx €3,750 (foreign interest @ 33%)
2025 Schedule E overpayment of approx €3,650 (significant errors in tax credits, allocations etc - don't ask)
Final liability for 2025 per Form 11 = €100 approx
2025 Prelim tax paid was paid in Nov 2025 on basis of 100% of previous year (2024) = €2,900
2025 Form 11 completed in Feb 2026 resulted in a refund of = €2,800
All fine, 2025 Balancing statement issued by Revenue in Feb 2026 reflecting the above and refunds paid
In the near future I need to calculate, submit and pay preliminary tax for 2026. My schedule D liability will be €4,250 (foreign interest @ 33%). Schedule E should be more or less correct/balanced.
Two questions:
Basis of 2026 preliminary tax - if I opt for 100% of previous year, it appears that my liability is €100. Is this correct and acceptable, or is there any sub rule which forces me to use 90% of the current year’s liability or reference the calculation to Schedule D only where the previous year’s final liability was negative, zero or an insignificant amount ?
Because I submitted my 2025 Form 11 in Feb 2026 and Revenue issued the final assessment and paid the refund, I am blocked from amending my 2025 Form 11 on ROS (Tells me to contact Revenue). I’ve called a few times and in simple terms the person I was talking to hadn’t a clue and had no advice to offer other than they would get back to me which of course they didn't. I really don't want to go through My Enquiries because it’s incredibly frustrating and all previous attempts to use that took forever and they constantly misunderstand or send irrelevant answers. Does anybody know how to submit preliminary tax where the previous year’s Form 11 is already finalised, or do I just go straight to the payment stage and input the amount I want to pay ?
Thanks in advance - I’m not really looking for links to random documents on revenue.ie or guesses or what the safest option is or to be told that I can pay more to avoid some vaguely possible perceived risk of interest etc or anything from AI - just answers to the specific questions from someone in the know would be great
2025 Schedule D liability approx €3,750 (foreign interest @ 33%)
2025 Schedule E overpayment of approx €3,650 (significant errors in tax credits, allocations etc - don't ask)
Final liability for 2025 per Form 11 = €100 approx
2025 Prelim tax paid was paid in Nov 2025 on basis of 100% of previous year (2024) = €2,900
2025 Form 11 completed in Feb 2026 resulted in a refund of = €2,800
All fine, 2025 Balancing statement issued by Revenue in Feb 2026 reflecting the above and refunds paid
In the near future I need to calculate, submit and pay preliminary tax for 2026. My schedule D liability will be €4,250 (foreign interest @ 33%). Schedule E should be more or less correct/balanced.
Two questions:
Basis of 2026 preliminary tax - if I opt for 100% of previous year, it appears that my liability is €100. Is this correct and acceptable, or is there any sub rule which forces me to use 90% of the current year’s liability or reference the calculation to Schedule D only where the previous year’s final liability was negative, zero or an insignificant amount ?
Because I submitted my 2025 Form 11 in Feb 2026 and Revenue issued the final assessment and paid the refund, I am blocked from amending my 2025 Form 11 on ROS (Tells me to contact Revenue). I’ve called a few times and in simple terms the person I was talking to hadn’t a clue and had no advice to offer other than they would get back to me which of course they didn't. I really don't want to go through My Enquiries because it’s incredibly frustrating and all previous attempts to use that took forever and they constantly misunderstand or send irrelevant answers. Does anybody know how to submit preliminary tax where the previous year’s Form 11 is already finalised, or do I just go straight to the payment stage and input the amount I want to pay ?
Thanks in advance - I’m not really looking for links to random documents on revenue.ie or guesses or what the safest option is or to be told that I can pay more to avoid some vaguely possible perceived risk of interest etc or anything from AI - just answers to the specific questions from someone in the know would be great