Tax Return And Self Assessment For The Year 2015 (Page 14 of 36) in pdf

ANY PANEL(S) OR SECTION(S) THAT DO NOT REQUIRE AN ENTRY SHOULD BE LEFT BLANK.

2015120

Spouse or

PPS Number

Self

Civil Partner

230. Withdrawal of funds from Additional Voluntary Contribution (AVC)

Amounts of funds withdrawn from an AVC under S. 782A

231. Distributions from Approved Retirement Funds, Approved Minimum Retirement Funds & PRSA (Part 30 Chs 2 & 2A)

(a) Distributions from an Approved Retirement Fund (S. 784A)

(b) Distributions from an Approved Minimum Retirement Fund

(S. 784C)

232. Lump sums from Relevant Pension Arrangements (S. 790AA)

(a) Amount of lump sum(s) paid between

7/12/2005 and 31/12/2014, both inclusive

(b) (i) Amount of lump sum(s) paid in 2015

(ii) Amount of lump sum paid in 2015 which was paid

under the rules of a Qualifying Overseas Pension

Plan (QOPP) (S. 790AA(17))

(d) Amount of excess lump sum(s) for 2015

(e) Portion of amount at (d) chargeable under Case IV

at the standard rate (S. 790AA(3)(a)(i) or (3)(b)(i)(I))

(Do not include any amount entered at (g)(i))

(f) Portion of amount at (d) chargeable under Schedule E

(Note: this income should also be included with employment income subject to PAYE and income liable to USC)

(g) Where amount at (d) includes an amount paid under the rules of a Qualifying Overseas Pension Plan

(i) Portion of amount at (d) chargeable under Case IV

at the standard rate determined in accordance with

S. 790AA(3)(a)(i) or (3)(b)(i)(I)

(Do not include any amount entered at (e))

(ii) Portion of amount at (d) chargeable under Case IV

at the rates determined in accordance with

S. 790AA(3)(a)(ii), (3)(b)(i)(II) or (3)(b)(ii)

Universal Social Charge - Gross Income from Employment/Pension

Gross amount of all employment and occupational pension income, before any deduction for superannuation, other pension

contributions, or permanent health benefit. This is the Gross Income for USC as shown on the P60, as appropriate, for 2015.

233. Gross income for USC for the year 2015

234. Amount of USC deducted in 2015

235. Amount of USC refunded for the year 2015

236. If you received a performance-related bonus payment from a specified institution in excess of €20,000

and have suffered USC at the rate of 45% on this payment insert T in the box

PAYE Tax deducted/refunded

237. (a) Total of all PAYE tax deducted per P60(s)/P45(s) to

include amount of tax deducted under Schedule E

from distributions from ARFs, AMRFs & PRSAs -

retirement lump sums & funds withdrawn from AVCs.

(Note: in respect of Proprietary Directorships, only

tax remitted to Revenue should be entered here)

(b) PAYE Tax refunded for the Income Tax year 2015

your tax credits for 2015)

PAGE 14

FOR OFFICE USE ONLY

Tax Return And Self Assessment For The Year 2015 Page 14

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