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2021 IRS Return


Posts: 5
Premium Member
Topic starter
(@mark_r)
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Joined: 2 years ago

I have 90+% of the 2021 tax return (my first in Portugal) completed.

I have two outstanding issues:

A) For pensions in Section 5 of Annex J what do you fill in for the first box [No Linha (501 a....)]? Is it just 501 for first line and 502 for second line entry etc?

B) I have a small amount of NSandI premium bond prize money (small beer). Wheich section do I declare it under and what would be the income code?

Once I have resolved these I can submit my return. 

Advice would be welcome. Kind regards. 

 

 

1 Reply




Posts: 5
Premium Member
Topic starter
(@mark_r)
Active Member
Joined: 2 years ago

I have resolved both issues.

A) the first box in Section 5 of Annex J is just looking for line numbers eg 501, 502 and 503 - would help if the software explicitly stated that.

B) In Portugal for that 'lottery-type' monies, tax is taken off at source. The Financas  software does not accommodate  taking tax off at the declaration stage for overseas monies. Given that the amount was small, Financas said to ignore it. If it was a large sum I am sure they would make special arrangements. so issues resolved

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