Bank and building society interest - Example 1

Neil is 17 and still at school. He has no income except the interest he receives from his savings account - £20 a year. But tax of £4 has been taken off the interest, so Neil only receives £16. The bank pays the tax of £4 to HM Revenue & Customs. Because Neil’s total income is less than his allowance of £ 6,035 for the current tax year (2008-2009) he can complete form R85 and receive his interest without tax taken off. Neil can also claim back the overpaid tax from HM Revenue & Customs.

Neil's tax calculation for 2008-2009

 

Gross

Tax

Interest

£20

£4

Total

£20

£4

Less allowance

£6035

 

Taxable income

£0

£4 overpaid