Tax credits and declaring income-based JSA and stdent loans

Thailand

Hi all, I wondered if you could help with a couple of questions. I start work on the 17th and am trying to fill this form in! I am looking where to put my income-based JSA from July last year to April 5th and I can't find anywhere other than Contributions-based. I figured maybe this doesn't need declaring but the woman on the phone asked for this?

I also want to put my last payment of Student loan from last April, but from the notes (online, got none with application form) there is no mention of that either. Perhaps 'loan' being the keyword, but the woman from the tax credits wanted that information as well. I don't mind declaring it of course, but I just can't seem to tell where it should go!

I can't ring them either as I fly to my new job Monday morning @ 06:30! (I will be working in Greece for six months but paying tax here) and the residency test if okay by all accounts, however I believe an appeal would win should it not be... as fellow reps have had to appeal in the past... and I would do so as I am paying tax just the same.

Thanks for any help.

Icequeen99

A student loan isn't income for tax credits.

Income-based JSA isn't counted as income either, but any period you get it you automatically get maximum tax credits.

You cannot claim working tax credit if you are going to Greece (not sure if that is what you suggested in your post about residency). You must be present and ordinary resident.

You may well continue to be ordinarily resident in the UK, but you also have to be physically present (except for a number of exceptions - none of which apply here) to get WTC. So even if you pay tax here it is irrelevant.

CTC has similar conditions, but you can sometimes claim even if you are in another EU country.

IQ

Thailand

Thanks for the reply.

Icequeen99 wrote: »

A student loan isn't income for tax credits.

Then I wonder why she wanted the figures for this over the phone? Need I include it anywhere even if not counted? Can I add a seperate piece of paper breaking it down just in case? The form doesn't allow oneself to express oneself, just a machine reader!!

Income-based JSA isn't counted as income either, but any period you get it you automatically get maximum tax credits.

Can I ask another question here, section 5.1 is confusing me... it states:

If you're receiving any of the following, put 'X' in that box (I am until 16th April). If you've just made a claim and are waiting to see if you've been paid, see Notes, page 11. DO NOT complete if you're due to start work in the next 7 days and will stop claiming any of the following:

IS
IB JSA or IR ESA
Pension Credit.

So as I have signed off income-based JSA come 17/04/11 I figure I should leave the boxes blank, but how will they know about "maximum amount of tax credits due to IB JSA" if I don't mention it here or indeed, any where else on the form as only contributions-based JSA is mentioned after that. The woman on the phone knew about it, but if I don't tick here or decalre then where do I tell them I claimed IB JSA for 9.5 months?

You cannot claim working tax credit if you are going to Greece (not sure if that is what you suggested in your post about residency). You must be present and ordinary resident.

It was what I was suggesting Job centre said it wouldn't be a problem and so did the tax credit people? I didn't get it either since I'd read about 8 to 12 week payments only on HMRC site... and yes, heard that about residency test too, but also hear people winning appeals based on something I forget. Heck, I will apply and appeal should they say no.

You may well continue to be ordinarily resident in the UK, but you also have to be physically present (except for a number of exceptions - none of which apply here) to get WTC. So even if you pay tax here it is irrelevant.

CTC has similar conditions, but you can sometimes claim even if you are in another EU country.

IQ

Thanks again for your help

Thailand

Also I have lost count of all the phone calls to the TC office, and Greece was mentioned all the time! Never said anything about it?