Tax Refund

loobs40

A friend has calculated that he has overpaid tax in 2003/2004. He did not fill in a tax return for that year

Is he able to claim the overpayment and how would he go about it?

CIS

Best bet is to call his local tax office, usually if an overpayment arrises through employment, IR pick up on it and issue the refund. That happened to me and I was quite suprised that out of thr blue I got a cheque in the post

sarahlouise210

loobs40 wrote:

A friend has calculated that he has overpaid tax in 2003/2004. He did not fill in a tax return for that year

Is he able to claim the overpayment and how would he go about it?

Your friend will need to contact the tax office that deals with tax affairs NOW ..even if he had a different one in 2003-4. If he does not know his tax office his employer will know. Your friend will need to supply all the information for the year - P60`s P45 and a list of any gaps in his employment - if he is due a refund they will deal with it pretty quickly.

Wirenth

They'll deal with it very quickly. I had to claim back tax for 2000-1, 2001-2, 2002-3 tax years because the overpaid tax was not given back to me in the next tax year. :rolleyes:

They are very good at taking money, but not so good at giving it back!

Just write them a letter with your tax calculations and enclose the original P60s or P45s. It took me about 6 weeks to get the cheques through the post.

I'm now having to write them another letter. I forgot to include an allowance I was entitled to in those calculations - laundering of my m&s uniform. It should get me about £8.80 refund per year. :T

Good luck to your mate.

loobs40

Thanks Everyone !

He is going to contact his tax office.

HOLsale

along these lines, and hopefully someone will be able to help me

dh should be due a decent amount of tax refund as he only worked from august-april last year a min wage job but they continued to take out 22% even after i left my normal PAYE job and started working self employed (at a loss for this year too) he kept telling them to change it but they wouldn't and he wound up paying far too much from mid november 2004 to april 2005

i have to file my own taxes by january 31 but since we're married, will they take his earnings and taxes into account and automatically give us his money back or does he have to file seperately to get that back?

between the two of us i'm expecting around £500ish...can't wait!

Savvy_Sue

Individuals are now taxed separately rather than together, so just because you gave up work it wouldn't affect how much tax your husband had to pay. So your husband will have to file separately. If he phones his local tax office with his P60 (issued after the end of tax year, so he should have one for the tax year 04-05) and any P45s for the period you're talking about, they may be able to advise. If he's still in employment they may give it back through his tax code.

HOLsale

but how is it that he had to pay the full rate of 22% on a min wage job BECAUSE we are married and my job had the smaller amount of tax being taken out. that's what they told him was the reason for taking so much out!

he only worked 20 hours a week as well, he only earned about £3500 and they took out around £800 in tax!

i was working full time when he started in august 2004 but only worked til november of 2004 at the paye job then virtually no money coming in til right around when the tax year ended. he stopped working for them around april/may

he isn't working now as he's a full time student

ctm_2

HOLsale wrote:

but how is it that he had to pay the full rate of 22% on a min wage job BECAUSE we are married and my job had the smaller amount of tax being taken out. that's what they told him was the reason for taking so much out!

he only worked 20 hours a week as well, he only earned about £3500 and they took out around £800 in tax!

i was working full time when he started in august 2004 but only worked til november of 2004 at the paye job then virtually no money coming in til right around when the tax year ended. he stopped working for them around april/may

he isn't working now as he's a full time student

You are taxed seperately. How your husband is taxed is nothing to do with your earnings. Whoever told you that it is gave you completely wrong advice.

You mention in a previous post that 'he kept telling them to change it'. Who was he telling? His employer cannot change a tax code. They set it when he starts based on information provided from him, from his P45 if he had one and gave it to them, or from the statements he did/didn't tick on the P46 he filled in when he started.

The only people who can change the code are HMRC, and it's them he should have been ringing asking for his code to be changed.

Savvy_Sue

Can only echo what ctm said, HOLsale. Suggest your husband rings or calls into your local HMRC office - number should be in the phone book, under Inland Revenue if the book's a bit on the old side. If he takes in all his P45s / P60s they should be able to tell him if he's overpaid or not. If that £3500 is for a whole tax year it looks as if he did pay too much tax, but they may have had him on emergency tax code for some reason. If you think you paid too much tax then you need to do the same.

Although your JOINT income is taken into account for tax credits, some benefits etc, the amount of tax you have to PAY is definitely and always calculated on an individual basis these days.