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  • FIRST POST
    • alberesford88
    • By alberesford88 16th Jun 17, 5:09 PM
    • 1Posts
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    alberesford88
    reclaim incorrect marriage allowance
    • #1
    • 16th Jun 17, 5:09 PM
    reclaim incorrect marriage allowance 16th Jun 17 at 5:09 PM
    Two years ago, my wife transferred 10% of her tax free allowance to me as she wasn't in employment and I am earning over the threshold.

    Recently I have been looking into why I pay so much tax and realized that HMRC have set up the marriage allowance the wrong way round. Therefore, I have been paying more tax, not less for the last two years!

    I have cancelled the allowance now and they will refund the difference to April this year. But not for the full two years that I have overpaid. There quick enough to take it off you, but less than helpful to give it back.

    Do I have a right to claim it back and does anyone know how? when I speak to people on the HMRC phone line say I cant.

    Please help someone.
Page 1
    • Dazed and confused
    • By Dazed and confused 16th Jun 17, 6:50 PM
    • 1,483 Posts
    • 621 Thanks
    Dazed and confused
    • #2
    • 16th Jun 17, 6:50 PM
    • #2
    • 16th Jun 17, 6:50 PM
    You shouldn't even be able to get the extra back for this year according to gov.uk. Remember at the moment YOU are the transferor.

    If your circumstances change

    You or your partner can cancel Marriage Allowance online. You’ll be asked to prove your identity using information HM Revenue and Customs (HMRC) holds about you.

    The date the allowance ends depends on who cancels it.

    If you stop transferring the allowance to your partner, it will run until the end of the tax year (5 April).

    If your partner asks to stop receiving your allowance, HMRC will backdate the change to the start of the tax year you first started transferring it.


    You need to get your partner to cancel it. A t the moment she is the one receiving the allowance so the final paragraph applies.

    Once she has done that your wife needs to apply for Marriage Allowance. She might I need
    a to make a three a applications,, one for 2015:16,, one for 2016:17 and one for this year which will then carry on in the future.
    • haggishopper
    • By haggishopper 16th Jun 17, 6:53 PM
    • 5 Posts
    • 0 Thanks
    haggishopper
    • #3
    • 16th Jun 17, 6:53 PM
    error
    • #3
    • 16th Jun 17, 6:53 PM
    can I suggest that you write formally to HMRC and give as much detail as you can
    as it can make a huge difference for your case to be dealt with by them
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