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  • FIRST POST
    • MSE Sam M
    • By MSE Sam M 2nd Jun 15, 4:39 PM
    • 233Posts
    • 158Thanks
    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



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    Thanks folks ,
Page 49
    • Consumerist
    • By Consumerist 28th Jun 17, 6:12 PM
    • 4,580 Posts
    • 2,256 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
    • 1,471 Posts
    • 613 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
    • 1,591 Posts
    • 678 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
    • 285 Posts
    • 501 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
    • 1,471 Posts
    • 613 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
    • 4,580 Posts
    • 2,256 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
    • 4,580 Posts
    • 2,256 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
    • 1,471 Posts
    • 613 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?
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