Form

Self Assessment: Estate Pension Charges etc (SA923)

Use supplementary pages SA923 to record pension scheme payments to the estate on the SA900 Trust and Estate Tax Return.

From:
HM Revenue & Customs
Published
15 July 2014
Last updated
6 April 2024 — See all updates

Documents

Estate Pension Charges etc (2024)

PDF, 127 KB, 1 page

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Estate Pension Charges etc notes (2024)

PDF, 148 KB, 3 pages

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Estate Pension Charges etc (2023)

PDF, 108 KB, 1 page

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Estate Pension Charges etc notes (2023)

PDF, 115 KB, 3 pages

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Estate Pension Charges etc (2022)

PDF, 163 KB, 1 page

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Estate Pension Charges etc notes (2022)

PDF, 160 KB, 3 pages

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Estate Pension Charges etc (2021)

PDF, 46.4 KB, 1 page

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Estate Pension Charges etc notes (2021)

PDF, 103 KB, 3 pages

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Details

Use the SA923 supplementary pages when filing an SA900 Trust and Estate Tax Return if the estate received certain payments from registered or overseas pension schemes.

Email HMRC to ask for this form in Welsh (Cymraeg).

Updates to this page

Published 15 July 2014
Last updated 6 April 2024 + show all updates

  1. The SA923 form and notes have been added for tax year 2023 to 2024. Older versions of the form and notes from 2020 have been removed.

  2. The SA923 form and notes have been added for tax year 2022 to 2023. Versions of the form and notes from 2019 have been removed.

  3. The SA923 form and notes have been added for tax year 2021 to 2022. Versions of the form and notes from 2018 have been removed.

  4. The Estate Pension Charges etc form and notes have been added for tax year 2020 to 2021.

  5. The Estate Pension Charges etc form and notes have been added for tax year 2019 to 2020.

  6. The Estate Pension Charges etc form and notes have been added for tax year 2018 to 2019.

  7. The form and notes have been added for tax year 2017 to 2018.

  8. The form and notes have been added for tax year 2016 to 2017.

  9. Rates, allowances and duties have been updated for the tax year 2016 to 2017.

  10. The 2015 to 2016 form has been added to this page.

  11. First published.

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