Dividend slips

[sueyh]

I’ve lost my file of share dividend slips, what can I do when it comes to my tax form? Any ideas folks. PLEASE?

TIA

Suey

[andyh4]

I have never been asked to supply any.

Who is asking for them? UK or French tax authorities.?

[pomme]

Are you talking about the French tax form? If so, you've got 4+months to find the file in.

If you've not been active in the market then you will probably have similar amounts/payments dates, so if the dividends paid into your bank, you could check your statements.

If it is for a UK tax form, you don't need to declare anything if the total was less than £5000.

[cajal]

You will only require dividend paperwork if they decide to audit your return.

To obtain the value of your dividend income for declaration on the annual tax form do a search for:

(Company name/ticker) historical dividend payment.

[sueyh]

Thanks our four months are up on the 20th of December. I have the amounts of the dividends but not the historical tax rate.

[andyh4]

Best bet is to talk to the folk at the tax office.

I know people seem completed scared of them as if they are the bogeyman, but my experience has been that they are very helpful. When I retired I took a lump sum which was taxable at the flat rate 7.5% and declared as such. The tax office called and asked me to come and visit. After a few questions which established this was a one off payment, the lady said she thought she could save me a bit of tax - which indeed she did.

[sueyh]

Thank you.