Where do I enter chargeable event or life insurance gains?

Article ID: 2097
Last updated: 24 Mar, 2020

You can enter chargeable event and life insurance gains in SimpleStep or HMRC Forms mode.

SimpleStep mode

  1. Select Other Income from the left-hand menu.
  2. Go to Savings and Investments.
  3. Tick the box Taxable sums from a UK life insurance policy (chargeable events).
  4. Click on Next step.
  5. Enter the information for the gains.

HMRC Forms mode

  1. Select Additional Information from the left-hand menu.
  2. Go to Page 1.
  3. Enter the information into the boxes 4-11 separately or click on the wizard icon to enter the information as a breakdown.

Article ID: 2097
Last updated: 24 Mar, 2020
Revision: 7
Views: 7707
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folder Tax Return Production -> SA100 Individual Return