Survivor Pension (State Pension) - 248.30 or 258.30

podgeandrodge · 09-05-2021 08:53PM #1

Hi, I am sorting out tax for my mother, and am confused on one point.

Normally, as in 2020 too, her Survivor Pension was €12911.60 i.e. €248.30 which makes sense. This applied at start of 2020.

However, she got a new tax free allowance cert. in November, and the rate band has been decreased by €13,431.60 - which is exactly €520 higher.

Can someone shed light on this for me?

Thanks.

podgeandrodge · 09-05-2021 09:00PM

I have just answered my own question, partially.

She turned 80 during the year and I've just read that when you go over 80 you get €10 extra in pension.

So that's why the new tax cert shows the extra €520.

However, she only turned 80 towards the end of the year - so is she not getting ripped off here?

i.e. she might have got an extra €100 or so (say 10 weeks of €10) from her 80th birthday, but by adding €520 to the survivors pension for the year, that creates a tax bill of €104 (or something like that if I understand it right), thus cancelling it out for her in this particular year.

Ciaran · 10-05-2021 11:17AM

I would expect that the November tax credit cert would be on a week-1 basis, so the extra pension amount wouldn't be back dated to the start of the year. You can do a Form 12 sort out any discrepancies either way.

Survivor Pension (State Pension) - 248.30 or 258.30

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