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MSE News: Couples now able to register to shift tax allowance between spouses
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Has anybody said yet if this can be backdated to previous years? I'm on the basic State Pension - around 5 grand a year - and have transferred my allowance to my husband, who has a State and a work pension. Would be nice if we got a wee tax rebate.... sigh
It only started last year so you cant have it backdated any further than that.0 -
So, possibly last tax year plus a month or so of this year then? Thanks!0
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Darksparkle wrote: »It is possible but I don't believe you can do it online just for last year. The easiest thing would be to call. Most people have said its been easy to sort over the phone.0
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Darksparkle wrote: »My understanding was that online you could apply for last year and this year or this year but not last year alone.0
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Markie11 - look at the problem from the other end. If you don't actually lose by having MAT in place for 2016/17 it isn't really an issue, is it?0
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Markie11,
My understanding is that you are only barred from being an MAT donor if:
1 You are, or the transfer would make you, a higher rate taxpayer, or,
2 You are claiming Married Couple's Allowance.
In this case, the donor doesn't seem to fit either of these categories, and if this is so - and I've got it right - check if you (plural) can activate MAT for both 2015/16 and 2016/17, and just not derive any benefit in 2016/17. Hence my:
"Markie11 - look at the problem from the other end. If you don't actually lose by having MAT in place for 2016/17 it isn't really an issue, is it?"
Edit: Quote from HMRC documentation: "unless the customer is not entitled to transfer or receive the allowance because they are liable to .tax above the Basic Rate or are claiming the Married Couple’s Allowance."0 -
I'm sure on one of the mse threads about this allowance a poster had successfully applied just for one year and confirmed they were asked which year(s) they were applying for as part of the online process.
I'm fairly sure the lower earner can apply for just 15-16 without involving 16-17 as well0
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