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Foreign Pension UPPs
I have clients where one spouse has more than one UK pension. They are entitled to the 8% UPP on their state pensions. Each pension is entered separately. On the form itself I get the correct allo...
Hello,
Thanks for that MareePP
Based on the validation messages, this appears to be an ATO validation or data-entry check
Please review the following amounts in the return:
- Enter all foreign pension gross amounts as whole dollars, using the normal tax-return rounding rules. Also check that any deductible expenses do not contain cents.
- For each pension with a UPP, calculate the adjusted UPP as the lower of the gross amount less expenses or the UPP amount.
- Ensure D11 equals the total adjusted UPP for pensions with a UPP. Pensions without a UPP should not be included in this calculation.
- Ensure Item 20, label D, contains the gross amount less expenses for pensions with a UPP.
- Ensure Item 20, label L, contains only the net amounts for pensions without a UPP.
These checks should ensure the figures in the foreign pension schedule agree with the amounts reported at D11 and Item 20.
You can check out these link as well or double check with ATO:
https://www.ato.gov.au/forms-and-instructions/individual-tax-return-2026-instructions
AU Tax 25 - Item D11 - Deductible amount of undeducted purchase price of foreign pensions or annuities 2025 - https://practice-support.myob.com/taxau2025/item-d11-deductible-amount-of-undeducted-purchase-
Kind Regards,
MYOB Team
