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Need to claim back some tax??

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Hi,


I wonder if anyone could help because I am very lost trying to find out how to do this via the HMRC website.
Husband has just had a refund from his bank for his account charges (yay!) but they have taxed him on some of it.
We haven't earnt enough this year to be taxed so we need to claim this back - it's a couple of hundred pounds.
How do we do this??


Thanks in advance
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Comments

  • 00ec25
    00ec25 Posts: 9,123 Forumite
    1,000 Posts Combo Breaker
    there is no we in tax, your husband is liable for his own tax affairs and they are independent from yours

    did the bank explain why it was deducting tax?
    I assume they have in fact paid him some interest on the money they previously deducted from his balance, and then charged tax on that interest?
    in which case, assumingin simple terms that his total pre tax income is less than £9,440, he can claim back using form R40
    http://www.hmrc.gov.uk/incometax/tax-free-interest.htm

    if that is not the case you need to be more specific in your description of what has happened
  • Skint_yet_Again
    Skint_yet_Again Posts: 8,434 Forumite
    Part of the Furniture 1,000 Posts Hung up my suit! Mortgage-free Glee!
    edited 7 April 2014 at 4:54PM
    mrandmrsm wrote: »
    Hi,



    I wonder if anyone could help because I am very lost trying to find out how to do this via the HMRC website.
    Husband has just had a refund from his bank for his account charges (yay!) but they have taxed him on some of it.
    We haven't earnt enough this year to be taxed so we need to claim this back - it's a couple of hundred pounds.
    How do we do this??


    Thanks in advance
    Just to clarify - it should be just the interest the bank paid that has been taxed.

    Is the amount received in your husbands name only or joint names? What date did he receive it - was it on or before 5 April ?

    If in your husbands name - does he complete a self assessment tax return?

    If the amount was paid on or before 5 April 2014 it falls within the tax year 2013-14. If he completes a Self Assessment tax return each year he will show it on the 2013-14 return.

    If he doesn't complete a self assessment return does he have any PAYE income? If so he can sent the certificate with a letter and his P60 to 5 April 2014 (his employer should give him this by end of may I believe) or he could complete form R40

    http://search2.hmrc.gov.uk/kb5/hmrc/forms/view.page?record=pf-A5D0R72E&formid=818
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