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Marb(Newbie)Newbie
31 Oct 2023

My Spouse is 56 and has a capped defined benefit superannuation income

stream.

On their PAYG there are four sections in the taxable component section.

  • taxed element,
  • untaxed element,
  • tax free component,
  • tax offset amount.

Do I just add all four of these amounts together and put them in the "Australian pensions and allowances section" of my return for my spouse?

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1 replies
240 views
1 replies

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Most helpful reply

Bruce4Tax(Taxicorn)Taxicorn
31 Oct 2023

No - taxed and untaxed amounts go in separate income items


Tax offset goes in offsets item.


Tax free amount is not shown anywhere.


There should be instructions from super fund.


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Most helpful reply

Bruce4Tax(Taxicorn)Taxicorn
31 Oct 2023

No - taxed and untaxed amounts go in separate income items


Tax offset goes in offsets item.


Tax free amount is not shown anywhere.


There should be instructions from super fund.


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