Marriage Allowance

Tinyshoes

Dazed_and_confused wrote: »

If you have made a continuous* claim then it will be included once his return is processed by HMRC.

*this is where you applied for a particular tax year during the course of that tax year. It then continues until either of you change things. If you apply for a tax year after it has ended then the application only applies to that one year.



Marriage Allowance is not in itself a reason why a Self Assessment return would be needed.

Thank you for the quick reply, I'm pleased to hear I will not need to get caught up in the annual Self Assessment return.

I'm just confused as to why it shows that he owes tax this year, nothing has changed and we are both sure that the marriage allowance has shown on his calculations before when he has submitted his tax returns previously.

The last time he did any self employed work (plus PAYE) was at least 3 years ago now, so last year he only had PAYE details to input and he had £1 odd to pay I just put it down to the way figures are rounded up or down, so it must have included the marriage allowance last year.

I am wondering if his tax code was wrong, I think it was 1256M.

polymaff

No MAT beneficiary sees anything related to MAT in their "tax return".


Watch out for an HMRC Statement of Account, HMRC PAYE coding or, if a historical award, a cheque in the post.

Dazed_and_confused

I am wondering if his tax code was wrong, I think it was 1256M

A tax code is just a provisional attempt to collect the correct amount of tax. In your husband's case it is his Self Assessment calculation which establishes his actual tax liability.

In my experience if you check his calculation again, say early in the new year, it should show a tax credit for the Marriage Allowance (£238 for 2018:19) and the amount due/repayable will have been adjusted to reflect this.

Tinyshoes

polymaff wrote: »

No MAT beneficiary sees anything related to MAT in their "tax return".


Watch out for an HMRC Statement of Account, HMRC PAYE coding or, if a historical award, a cheque in the post.

Is this a new thing, as I said his tax calculations have been more or less right since I transferred the allowance to him few years back except for the first year he received a cheque.

And we are both sure it showed somewhere while doing his tax return that he was benefitting from the transfer from me. Or are we mistaken?

Tinyshoes

Dazed_and_confused wrote: »

A tax code is just a provisional attempt to collect the correct amount of tax. In your husband's case it is his Self Assessment calculation which establishes his actual tax liability.

In my experience if you check his calculation again, say early in the new year, it should show a tax credit for the Marriage Allowance (£238 for 2018:19) and the amount due/repayable will have been adjusted to reflect this.

Thank you this has just made a lot of sense, he usually doesn't do his tax return until the New Year in fact nearly the deadline but was determined to do it before the New Year this time. I'm guessing the timing may have made the difference to the credit for the Marriage allowance not showing yet.

Thanks both for the replies putting my mind at rest.

Happy Christmas to you all.

Dazed_and_confused

It would be helpful if you let us (and others who read this in the future) know the outcome.

Merry Christmas

polymaff

Tinyshoes wrote: »

Is this a new thing, as I said his tax calculations have been more or less right since I transferred the allowance to him few years back except for the first year he received a cheque.

And we are both sure it showed somewhere while doing his tax return that he was benefitting from the transfer from me. Or are we mistaken?

No. It is probably a matter of semantics. A Tax Return is a return of information by the taxpayer - an SA100 in HMRC's world. A Calculation is a response to a return - an SA302 - and is HMRC's subsequent calculation/classification of liability based upon the SA100. A judgement regarding MAT is based upon the SA302 - for instance, no MAT, if the SA302 determines that the tax-payer is a higher-rate taxpayer.


So it is, and has always been one thing leading to the next - and your husband has done the hop and the skip - but the jump awaits...:)

Tinyshoes

Dazed_and_confused wrote: »

It would be helpful if you let us (and others who read this in the future) know the outcome.

Merry Christmas

Will do.

Ghostcrawler

if my spouse is not working then can she still claim MA or she has to be working but not eligible to pay any tax?

p00hsticks

Ghostcrawler wrote: »

if my spouse is not working then can she still claim MA or she has to be working but not eligible to pay any tax?

Yes she can