Guidance: Claim a refund of Income Tax deducted from savings and investments

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 abroad, apply for a repayment using form R43.

Before you start

The time limit for applying is 4 years after the end of the tax year you are claiming for. 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.

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 the postal form (PDF, 254 KB, 4 pages).

2. Fill it in by hand.

3. Post it to HMRC.