Form R40, Claim for Repayment of Tax Deducted from Savings and Investments, is a document used by individuals looking to claim a repayment of tax on their savings interest. This document allows individuals to make a repayment claim if they think they are entitled to it.
The form was issued by the United Kingdom HM Revenue & Customs and was last revised on April 1, 2020. A printable R40 Form can be downloaded through the link below. This form is supposed to only be used by residents of the United Kingdom. If a non-resident would like to make a claim they can use Form R43, Claim to Personal Allowances and Tax Repayment by an Individual Not Resident in the UK.
It is important to note that individuals can only make a claim via Form R40 or Form R43 if they do not meet the self-assessment criteria provided on the official website of the government of the United Kingdom. If they do meet the criteria, they are supposed to make a claim on their Self Assessment Tax Return which can be filed online.
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