Daunted by tax return for deceased husband

[IslandTulip]

Hi, I received a tax return form yesterday for my dh who died very suddenly and unexpectedly a couple of months ago (heart attack) in his 40s. We have two school age kids.
I'm not sure where to start as I've never had to fill one in for myself and whereas my dh would have been able to access the information, he's not here to ask and i don't know the information. I've got until 20/11/18 to submit it.
He worked for a company so i can ask them some of it. He worked in central London and earned just over 50K and i think it's that category he came under for filling out a tax return.
I'm just worried I've got no chance of getting all the information

First, I am sorry for your loss. This is my line of work, so hopefully can help you a bit.

If he was employed and a higher earner, he may have had a P11d and would need to do a tax return.

You should ask his company for his P45 and his P11d and then you enter that information onto the form. The P11d tells you which boxes to put the information into.

Is the return for 5.4.18, or from 6.4.18 to the date he passed away?

Feel free to PM me if you want to.

Thanks so much Sprinkles. I'll start with that. There's two. One is for year ending 5/4/18 which is the one due 20/11/18 but I've just noticed if i do it online i have until 31/1/19 and one is 6/4/18 to his date of death. That one isn't due until jan 20 if i do it online.

Register to do it online, it will give you more time and take the pressure off, but do get on with it, so you can get it out of the way, iyswim.

www.gov.uk/government/organisations/hm-revenue-customs/contact/bereavement-and-deceased-estate

This link is for a special helpline, they will help you and advice on registering to do it online etc. They are open until 5pm today, if you feel up to it.

As I said, please feel free to PM on anything.

sorry, forgot to say, if there are 2 returns you will need:

5.4.18 - ask his office for a copy of his P60 for the year, plus his P11D

6.4.18 to end - ask for P45 and P11D

Thank you very much

Hi, I've got the P11D form from dh's old company and will ask for the P60 and P45.
I was hoping the boxes A, B, C etc on the P11D would contain figures to copy onto the tax return but they are all empty. Is that right?

Are all boxes empty?

I'm sorry you're going through this.

There should be numbers on it somewhere, they don't issue P11Ds unless there is something to go on it. Not all the boxes are aligned, so check carefully. If you can't find any numbers then check with his employer.

Once you register online and view his tax account HMRC may show the numbers they already have for his employment, so you can cross reference it all.

Don't forget you also need to report his bank interest income. Did he have any investments that would mean he received dividend income?

The letter should have a contact number for HMRC. They should be helpful if you have questions. Their bereavement service is much better now.

Once you start filling it out online you can save it to come back to, and there are help boxes you can click on next to most of the entries if you're not sure what it's asking you for. Take it slowly, you've got time.

Hi, the basic info at the top was all filled in eg. Employer name , Nat ins number etc, but in the boxes A - N there are no figures at all.

It was sent as a password protected attachment by email. I had to download an app to open it

Thanks for your replies by the way

Catwhisker is me by the way. I name changed for this post due to it possibly being identifying

Sorry you are having to deal with this on top of everything else. Great advice on here so far, just another point, I note he earned over 50k and you have children - if you were in receipt of child benefit this would need to go on the form too. Agree that P11D isn't issued without entry, may be worth firing an email off to his payroll department asking them to clarify?

Will do thanks.

I'll fill it out to the best of my knowledge but what will happen if i miss something out because i don't know about it or make a mistake? It's hard when it was so unexpected.

It should be fairly simple. There will be a section for Employment, where you enter the PAYE reference, employer name, gross pay and tax deducted.

There will be the P11D section which you just copy the boxes (if there are any figures)

The above 2 would be the same for each year (P60 for 5.4.18 and P45 for final period).

As PP mentioned, Child Benefit should also be entered on there if you claim it. That would be the total amount for 5.4.18, and on the other form for the period stated.

You would also have to enter dividends, rental income, interest received, if any of these apply to you.

Just follow the form through, literally box by box and enter information in it if it applies. If you are really unsure what to do, you can always get an accountant to check it over. Ask up front how much they would charge for this.