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  • FIRST POST
    • Former MSE Sam M
    • By Former MSE Sam M 2nd Jun 15, 4:39 PM
    • 238Posts
    • 159Thanks
    Former MSE Sam M
    Marriage Allowance
    • #1
    • 2nd Jun 15, 4:39 PM
    Marriage Allowance 2nd Jun 15 at 4:39 PM
    Hi!

    This is the discussion thread for the



    Click reply below to discuss. If you havenít already, join the forum to reply. If you arenít sure how it all works, read our New to Forum? Intro Guide.


    Thanks folks ,
Page 49
    • Consumerist
    • By Consumerist 28th Jun 17, 6:12 PM
    • 4,666 Posts
    • 2,319 Thanks
    Consumerist
    Hi everyone, we have applied for this allowance, I am retired, I pay the basic tax rate on my pension, my wife works part time & does not pay tax on her income. Since applying I think ; although not sure, that my tax code has changed, when I say not sure, it was because we applied around the end of the tax year, so it could have changed anyway.
    We also applied for it to be back dated but I have not received a rebate.

    Does anyone know if this is correct or what we should do, ie which of us applies for the rebate if applicable ?
    Originally posted by leeroy3636
    I'm assuming that your wife (the non-taxpayer) is transferring the allowance to you.

    For 2017/18 the allowance will be applied through a change to your tax code which should increase by 115 and your wife's code should decrease by 115. Depending on her earnings, however, she may now become liable to tax for this and previous years.

    The allowance for previous years should be paid by cheque or bank transfer but HMRC seem to be taking their time to refund.
    Last edited by Consumerist; 28-06-2017 at 6:16 PM.
    Warning: In the kingdom of the blind, the one-eyed man is king.
    • Dazed and confused
    • By Dazed and confused 28th Jun 17, 10:37 PM
    • 1,861 Posts
    • 829 Thanks
    Dazed and confused
    Somewhere on gov.uk (cannot find link now) it says HMRC are reviewing last years tax for everyone between June and October so you should hear in the next couple of months.
    • leeroy3636
    • By leeroy3636 29th Jun 17, 11:43 AM
    • 2 Posts
    • 1 Thanks
    leeroy3636
    Thanks for the replies everyone, it seems that HMRC are indeed dragging their heels on rebates, funny that its a different story when taking it from us !
    I have had cause to complain twice in writing in recent years to HMRC about very poor service, their advice on the phone concerning my tax affairs after being made redundant, was extremely vague to say the least.
    • polymaff
    • By polymaff 29th Jun 17, 12:20 PM
    • 1,772 Posts
    • 760 Thanks
    polymaff
    ... very poor service, their advice on the phone ... was extremely vague to say the least.
    Originally posted by leeroy3636
    Whereas you have chosen not to reply to a direct question. Pot and Kettle.
    • captainbeaker
    • By captainbeaker 1st Jul 17, 11:24 AM
    • 295 Posts
    • 518 Thanks
    captainbeaker
    Thanks for the replies everyone, it seems that HMRC are indeed dragging their heels on rebates, funny that its a different story when taking it from us !
    I have had cause to complain twice in writing in recent years to HMRC about very poor service, their advice on the phone concerning my tax affairs after being made redundant, was extremely vague to say the least.
    Originally posted by leeroy3636
    I called them a month ago, they are waiting for documents from employers, like P60 and P11b which is statement of allowances and benefits from employer like medical insurance etc, employer has to end of July to submit everything.
    • TheAngelStardust
    • By TheAngelStardust 9th Jul 17, 9:46 PM
    • 4 Posts
    • 5 Thanks
    TheAngelStardust
    Repayments
    In April, but before the end of the tax year, I gave my husband the full allowable amount towards his tax and he has received notice of change.
    At the same time that I applied, I had notificaiton that he would receive a cheque for a certain amount. The cheque has not yet arrived. How long should I reasonably wait and what should I do if it fails to arrive?
    • Dazed and confused
    • By Dazed and confused 9th Jul 17, 9:50 PM
    • 1,861 Posts
    • 829 Thanks
    Dazed and confused
    Which year or years did you apply for?

    If it was 2016:17 and you applied before the end of the year did his employer not make a tax refund via his wages when he got his notice of change (do you mean new tax code?)
    • Consumerist
    • By Consumerist 9th Jul 17, 11:40 PM
    • 4,666 Posts
    • 2,319 Thanks
    Consumerist
    In April, but before the end of the tax year, I gave my husband the full allowable amount towards his tax and he has received notice of change.
    At the same time that I applied, I had notificaiton that he would receive a cheque for a certain amount. The cheque has not yet arrived. How long should I reasonably wait and what should I do if it fails to arrive?
    Originally posted by TheAngelStardust
    Firstly, just to clarify, you can only transfer 10% of the Personal Allowance or nothing at all.

    If the refund cheque included the allowance for 2016/17 then other posts on here suggest it is likely to be a month or two before it is received.
    Warning: In the kingdom of the blind, the one-eyed man is king.
    • Bassettcaravan
    • By Bassettcaravan 11th Jul 17, 9:22 PM
    • 9 Posts
    • 0 Thanks
    Bassettcaravan
    I'm so confused by HMRC at moment I get a different story every time I call. I applied to transfer my allowance to my husband back in April. It was approved I got an email and my husband's tax code changed a few weeks later. I was told I should get a refund for last year and to expect a cheque. Since then I called to chase and was told they were delayed but I was definitely getting one. Then I called and was told it was on its way in the post as we speak. Then I called and was told as I transferred the allowance to my husband they could no longer speak to me? And my husband had to call? So my husband called today and was then told that there has been no application put in and i had to complete paperwork? But his tax code has changed? I have no idea what's happening can anyone shed any light in this. I'd just quite like to get my refund back and i can't get a straight answer.
    • Consumerist
    • By Consumerist 11th Jul 17, 10:28 PM
    • 4,666 Posts
    • 2,319 Thanks
    Consumerist
    I'm so confused by HMRC at moment. . .
    Originally posted by Bassettcaravan
    . . . and so is HMRC. See post #962 above which may help.
    Warning: In the kingdom of the blind, the one-eyed man is king.
    • Dazed and confused
    • By Dazed and confused 11th Jul 17, 11:05 PM
    • 1,861 Posts
    • 829 Thanks
    Dazed and confused
    Bassettcaravan

    If you applied it is highly unlikely you are ever going to get a repayment because you have agreed to give some of your tax allowance away to your husband. As a result he will probably pay less tax but you will only ever pay the same or more tax as a result of doing this.

    Which tax years did you apply for? Sounds like a new tax code has sorted things for this year (2017:18) but did you also apply for an earlier year or years.

    I am at a loss as to why a refund would be on its way to you unless you happen to be due a refund for some other reason unconnected to your application for Marriage Allowance?
    Last edited by Dazed and confused; 11-07-2017 at 11:08 PM.
    • Bassettcaravan
    • By Bassettcaravan 12th Jul 17, 8:19 AM
    • 9 Posts
    • 0 Thanks
    Bassettcaravan
    I was under the impression the tax code changed for this year's allowance but we could apply for last years back dated and receive a refund for that. Which is what I was informed in my first phone call and I'm sure i read it in the information on here. But they just keep changing their story?
    • confusedmix
    • By confusedmix 31st Jul 17, 11:44 PM
    • 106 Posts
    • 12 Thanks
    confusedmix
    retired but not sure to apply
    Hello there,


    My father receives the state pension and pension credit but my mother does not. My mother does not work and is 61, can my parents apply for marriage tax allowance? My father's total pension/annuity income is around £11,000 a year, however my mother does not work and is not at pension age, can they still apply?


    Many thanks.
    • 00ec25
    • By 00ec25 1st Aug 17, 2:48 AM
    • 5,358 Posts
    • 4,699 Thanks
    00ec25
    Hello there,


    My father receives the state pension and pension credit but my mother does not. My mother does not work and is 61, can my parents apply for marriage tax allowance? My father's total pension/annuity income is around £11,000 a year, however my mother does not work and is not at pension age, can they still apply?


    Many thanks.
    Originally posted by confusedmix
    it depends entirely on whether your father pays any tax in the first place?

    the tax free allowance for 17/18 is £11,500 so there is no point in your mother transferring some of her allowance to him if he does not pay tax to start with

    if he does pay tax then yes they can apply as explained in the guide which is linked off post #1 on the first page of this thread
    Last edited by 00ec25; 01-08-2017 at 2:52 AM.
    • Sio M
    • By Sio M 3rd Aug 17, 7:09 PM
    • 2 Posts
    • 0 Thanks
    Sio M
    How long do HMRC take to process an application?
    Hi All
    As a non tax payer for 2017/8 and not using my full allowance during 2016/7 I applied to transfer my tax free allowance to my husband on 6 April 2017. As I have not had confirmation it has been processed and my husband's tax code has not change nor has he received a cheque for 2016/7 I phone HMRC at the end of June to be told it had been approved but will take time to be processed probably by the end of August but my husband could try phoning to push it through? My husband does not like phoning these big organisations so had not contacted HMRC. Does anyone know how long HMRC take to confirm the change in tax code and refund previous year payments?
    • polymaff
    • By polymaff 3rd Aug 17, 7:54 PM
    • 1,772 Posts
    • 760 Thanks
    polymaff
    Does anyone know how long HMRC take to confirm the change in tax code and refund previous year payments?
    Originally posted by Sio M
    HMRC timescales are slipping badly at present. You might like to log into the HMRC website where there should be a timeline for a response to outstanding matters.

    Not that I'd believe a word of what it says there
    • Dazed and confused
    • By Dazed and confused 3rd Aug 17, 11:57 PM
    • 1,861 Posts
    • 829 Thanks
    Dazed and confused
    Sio M

    New tax code for this year should have happened pretty much immediately but refund for 2016:17 will take longer (between June and October it says somewhere on gov.uk).

    You did apply twice though didn't you? As you applied on 6 April you would have to make two applications, one for 2016:17 and a separate one for 2017:18.

    If you apply after the tax year ends (2016:17 in your case) then the application for the previous year only applies for that one year.

    If you apply during a tax year (for that year) then the application is accepted for that year and subsequent years for ever (or until one of you cancels the application).

    It seems likely you have only applied once, for 2016:17, and any refund due to hubby for that year will go to him in next month or two but you probably need to make a separate application for this year (which will then continue year after year without you needing to apply again).
    Last edited by Dazed and confused; 04-08-2017 at 12:00 AM.
    • Sio M
    • By Sio M 7th Aug 17, 1:53 PM
    • 2 Posts
    • 0 Thanks
    Sio M
    Thank you.

    It's so confusing. I applied online and was given the option to apply for the current tax year and also to request refunds for the previous 2 tax years.

    Hubby has just checked his tax code and it is still showing as 115L so has not been changed and I'm not sure why it's taking so long.
    • Dazed and confused
    • By Dazed and confused 7th Aug 17, 10:08 PM
    • 1,861 Posts
    • 829 Thanks
    Dazed and confused
    So when you got the options which tax year(s) did you actually apply for?


    Given your apparent uncertainty about what you actually applied for I think you are probably best of phoning HMRC as tax code 115L definitely doesn't include Marriage Allowance (it would have M not L at the end of it) and is significantly less than the normal tax code of 1150L.
    • Nico98
    • By Nico98 7th Aug 17, 10:45 PM
    • 1 Posts
    • 0 Thanks
    Nico98
    Try again. Last time I looked, a few months back, it was a bit confusing you can easily apply online now. I applied online a couple of weeks back (had to do it in my husbands name as he is the non-tax payer). Got a confirmation email that day and this morning a cheque for £428 through the post plus my changed tax code. Dead easy.
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