UK Pension and other state benefits 03 - State Pension - the amount due for the year, not the weekly amount

Enter the amount due for the year, not the weekly amount. Do not include any amount you enter in the pension lump sum box on the next page.

You're taxed on the 'full amount' of State Pension you were entitled to for the year to 5 April 2021, which is the total of your weekly entitlements. Because the State Pension can be paid weekly, 4 weekly or quarterly in arrears, your total State Pension entitlement is unlikely to be the same as the actual payments you received in the year to 5 April 2021.

To find out your weekly State Pension entitlement, you can use the 'About the general increases in benefits' letter that the Pension Service sent you before the start of the 2020 to 2021 financial year. This letter tells you your weekly State Pension entitlement from 10 April 2020.

However, if the amount of State Pension you receive has changed between 10 April 2020 and 5 April 2021, for example, due to a change in your circumstances, then The Pension Service will have sent you a letter telling you what your new weekly entitlement is. You can use this new 'entitlement letter' to find out your weekly entitlement for the remainder of the year. Both these letters also include a breakdown of the components of your State Pension.

If you do not have the appropriate letters, you can contact the Pension Service on Telephone: 0345 606 0265, Textphone: 0345 606 0285 and ask for a BR735 'Statement of Pension' form for the period 6 April 2020 to 5 April 2021.

If you receive State Pension for the full year to 5 April 2021, to calculate the total amount you were entitled to for the year, multiply your weekly entitlement by 52. If your weekly entitlement changed during the year you'll need to multiply each amount by the number of weeks for which it was received up to a maximum of 52 weeks.

If you received State Pension for part of the year, you'll need to count the number of weeks from the date your State Pension began to 5 April 2021 and multiply this by your weekly entitlement to calculate your total entitlement for this tax year.

Quick guide to calculate the total of your weekly entitlements for a full year, if you were paid:

• weekly - add up the 52 weekly amounts as shown on your bank statement or building society passbook, if you were paid by direct debit
• 4 weekly - multiply your four-weekly amount by 13
• quarterly - multiply the quarterly amount by 4

As well as your basic pension, the entry should include:

• any graduated pension
• the age addition if you're over 80
• increases paid by the Department for Work and Pensions to uprate a guaranteed minimum pension
• any addition for a dependent adult
• any extra pension paid because you deferred or temporarily gave up your State Pension
• if you're married, or in a civil partnership, any State Pension payable to you because of your spouse's or civil partner's National Insurance contributions

Because they are not taxable the figure should not include:

• any addition for a dependent child
• annual Christmas bonus
• Winter Fuel Payment