I was just wondering if their is anyway that she could appeal this, even on sympathetic grounds as the lady had to retire due to family tragedy, also as i said the HSE did not state or mention on her final pension statement anything about tax relief unlike my own when i retired from public service last year IE Garda,
I was helping a retired nurse friend of mine recently with her nurses pension etc and she gave me documents which state that €8k was deducted from her lump sum on retirement in March 2017 towards widows and orphans scheme, i myself retired from public service in 2022 and got circa 10k deducted from my lump sum on retirement, where it was stated that i could claim tax back on my deduction which i duly did and recieved 40% back this year circa €4k.
I just would appreciate if there is any advice out there as to how/if my friend the nurse could claim tax back or is it too late? she was not aware that she could claim tax back, also bearing in mind that her employer HSE just deducted the money but did not state anywhere that she may be entitled to claim tax back on the amount, appreciate any advice on this
Just a query on how you claimed the tax back from revenue? I retired recently and paid arrears for S& C pension from my gratutity lump sum. My company didnt give any information about it and didn't even make me aware that it was a possibility.
[This is] a problem that seems to especially hit public service retirees.
Thanks Marsupial,For me, it's one that the Public Service Unions really should be informing their members about.
My better half recently claimed her preserved teacher's pension* and, to their credit, the Department of Education Pensions Section sent her a document [called Rettax1] that she could use to claim a tax refund in respect of the Spouses and Orphan's deduction from her lump sum.
* Clarification: She isn't preserved, but her pension was!
Is the Rettax1 document, specific to Dept of Education pension scheme?
Why was the €8k deducted in the first instance ? And only deducted at the last minute ?I was helping a retired nurse friend of mine recently with her nurses pension etc and she gave me documents which state that €8k was deducted from her lump sum on retirement in March 2017 towards widows and orphans scheme, i myself retired from public service in 2022 and got circa 10k deducted from my lump sum on retirement, where it was stated that i could claim tax back on my deduction which i duly did and recieved 40% back this year circa €4k.
I just would appreciate if there is any advice out there as to how/if my friend the nurse could claim tax back or is it too late? she was not aware that she could claim tax back, also bearing in mind that her employer HSE just deducted the money but did not state anywhere that she may be entitled to claim tax back on the amount, appreciate any advice on this
It still frustrates me that those with no S&C can't get a refund of their contributions on retirement if they sign a doc confirming they waive all rights to a spouse's pension in the future. Wildly unfair.
i have sent emails to 3 different HSE pensions adresses in the past 3 weeks but no reply!
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?
We use cookies and similar technologies for the following purposes:
Do you accept cookies and these technologies?