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Marriage Allowance

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  • polymaff
    polymaff Posts: 3,954 Forumite
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    Ostara84 wrote: »
    Thanks, polymaff. I thought I'd made it pretty clear on the phone. I gave them the dates that I went on maternity leave and confirmed that I didn't pay any tax during the last tax year. But even if I didn't state the year, I spoke to them during the 2017/2018 tax year and we agreed "last year", which could only be 2016/2017, surely?

    I was hoping someone would be able to answer my question about whether my husband should have received a backdated amount for 2016/2017, but I guess I'll just wait for the letter to arrive and hopefully figure it all out then..

    Not really. HMRC's contact centres' main business for the next 9 months is 2016/17. Best to be explicit - on the phone and on MSE. Take your term "couple of weeks". it strictly means two weeks ago - but is vague enough to have been in the last tax year - which was less than three weeks behind your OP.

    As I suggested, contemporary events muddy the water, but your husband seems to have done quite well out of this - a cheque and a fair amount added on to his PAYE coding.

    It looks to me that you've (singular) experienced what others have reported: Expected a benefit, ending up subbing the old man. :)
  • Ostara84

    As sheramber says any tax refund due to hubby will be sent out in due course (on gov.uk last year i think it said this should happen between June and September).

    It doesn't sound like you have really lost out for 2015:16. Although maybe not what you intended if you were both paying tax that year you are not really financially worse off as a couple. Hubby has had his repayment and no longer owes the £82 and you owe £213. If you tried to put things back to how they were you wouldn't owe the £213 but hubby would have to return the repayment cheque and would still have the £82 to pay.
  • I applied for the marriage allowance to be transferred to my husband - also asked for it to be backdated to 2015-16 tax year. My husband got a cheque for £210. I got a tax bill for £210. Why not just say we didn't qualify that year 🙄?????
  • Because you clearly do qualify it's just that it wasn't beneficial for you, as a couple, to apply.

    Why did you apply for it to be backdated to 2015:16?

    Have you persuaded hubby to pay your tax bill with his repayment :o
  • harz99
    harz99 Posts: 3,745 Forumite
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    Donorla wrote: »
    I applied for the marriage allowance to be transferred to my husband - also asked for it to be backdated to 2015-16 tax year. My husband got a cheque for £210. I got a tax bill for £210. Why not just say we didn't qualify that year 🙄?????

    Because HMRC have to comply with your request...
  • Asghar
    Asghar Posts: 435 Forumite
    Part of the Furniture 100 Posts Name Dropper
    Donorla wrote: »
    I applied for the marriage allowance to be transferred to my husband - also asked for it to be backdated to 2015-16 tax year. My husband got a cheque for £210. I got a tax bill for £210. Why not just say we didn't qualify that year 🙄?????

    It's not something you have to quality for. You are transferring 10% of your Tax Free Allowance to your husband, end of.
    So for this tax year your husband can earn an extra £1150 tax free.

    If your income uses up your full allowance anyway, before transferring, then there is no point doing it, is there.
    The extra your husband is getting, is being taking away from you because your allowance has gone down by 10%.

    Only transfer your 10% if you are not making use of it. So for this tax year it's £11500 - 1150(10%) = £10,350.
    If you are earning less than £10,350.
  • To be honest you could, in the current tax year, have income of £21k+ and still be able to apply for Marriage Allowance and not have any tax to pay but you'd need a fairly unusual mix of income to be able to do that!!
  • Qualify was obviously not the right word to use. The guidance I read:
    "It's worth noting you can also only apply for those years in which you both met the criteria. So if you earned more than the £11,000 personal allowance in 2016/17, HMRC won't allow you to claim it."
    "HMRC will write to inform you if you're not – although you may have to wait a few weeks."

    I took from this that if I wasn't eligible for any year they would tell me. And I wasn't eligible in 2015-16, according to the criteria I've read. Unless it works differently when you are backdating it?
    Dazed & confused- yes the cheque will be going back to them 😆 so all's well that ends well
  • polymaff
    polymaff Posts: 3,954 Forumite
    Part of the Furniture 1,000 Posts Name Dropper
    Donorla wrote: »
    So if you earned more than the £11,000 personal allowance in 2016/17, HMRC won't allow you to claim it.

    Not according to the legislation which states explicitly that basic rate taxpayers can be the donor or the recipient of MAT.

    See the last paragraph of post 922 :)
  • Donorla

    What do you mean by this,

    Dazed & confused- yes the cheque will be going back to them �� so all's well that ends well


    It reads as though the cheque hubby received will be sent back to HMRC? If so how does that help your £210 bill?

    Or did you mean hubby is cashing cheque and sending his own payment to pay your tax bill?

    Or something else?
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