Marriage Allowance

Kayalana99

Ok so sorry for wasting your time but turns out the £209 was a refund from our tax return...I guess I'm still waiting for my cheque then...oops.

Dazed_and_confused

Kayalana99

You appear to be getting somewhat confused looking at the info you have posted on this thread and the other one you started on the Benefits & Tax Credits board. There is no "our" tax return, it's either yours or, more likely from your other thread, your hubbies.

What seems to have happened is that you have applied for Marriage Allowance and your husband has now received the benefit of this for 2015:16. Your husbands tax repayment has been sent to your bank account (see other thread for possible reasons for this). You are not going to get a tax refund, assuming you have applied then you are either no worse off (lots of spare tax allowances) or you could in theory owe some money to HMRC (some spare allowances but not as many as the amount transferred to hubby from the Marriage Allowance claim).

Your hubby cannot* get the benefit of the Marriage Allowance for 2016:17 until he sends in his self assessment return to HMRC. The marriage allowance will reduce his 2016:17 tax liability by upto £220.
* he could already have had the benefit via his tax code if he has PAYE earnings as well as his self employment

ChrisCheetham

Just to say that we followed the guidance about 2 weeks ago and this morning my amended tax code arrived. So thanks to you and well done to HMRC!

mikeboi7

Hello all,
Quick question on this one....my wife went over the £11,500 personal allowance on 1st January 2017.


Can we look at getting the marriage tax allowance that was due between April 2015 and January 2017 reimbursed now and if so how would we do that.


Appreciate that its not applicable now but there was a 20 month period when it was.


regards
Mike

MaggieJuicey

Hi everyone,

I'm very new to the forum and hope i am asking on the right page.Not sure how to start a fresh,new thread.My question is (apologies if very simple one) i am a stay at home mum and i haven't yet applied for the marriage allowance as i am unsure of it,do i need to have the £1000 in my bank account ready to tansfer to my husband to then recieve the allowance?Or does it all get sorted when i apply?Again so sorry for the simple question but i really am unsure.Many thanks in advance

notbritishgas

MaggieJuicey wrote: »

Hi everyone,

I'm very new to the forum and hope i am asking on the right page.Not sure how to start a fresh,new thread.My question is (apologies if very simple one) i am a stay at home mum and i haven't yet applied for the marriage allowance as i am unsure of it,do i need to have the £1000 in my bank account ready to tansfer to my husband to then recieve the allowance?Or does it all get sorted when i apply?Again so sorry for the simple question but i really am unsure.Many thanks in advance

you do not transfer any money to your husband. You transfer 10 percent of your unused allowance.

If you google marriage allowance it will show a link to start the application.

However if you want to also give your husband £1000 I am sure he would be very happy😀

reddeb

Wondering if you lovely people could help, I transferred my allowance to my husband last year and his tax code changed to M, looking at this months wage slip his code is back to L, do I need to re-apply as I thought it was on going, there as been no change to our circumstances? TIA

Dazed_and_confused

reddeb

It all depends on what years you applied for. If you actually applied during the year you were applying for then it does normally carry on into the next year.

Probably worth getting hubby to check his tax code using his personal tax account. If this still includes the marriage allowance then maybe his employer has done something wrong but if not then time to phone HMRC for an explanation.

Has your tax code for this year kept the N letter at the end?

Dazed_and_confused

mikeboi7

Short answer is no, more detailed response on the new thread you started.

gterr

Applying for the MA:


Husband and I are filing online for the first time this year. We haven't applied for MA before, but want to do so for the 2016/2017 tax year.


On p5 of the SA100 there's a section on MA which explains MA and the conditions and has two statements: "Fill in this section if you want to make the transfer" and "Fill in this section if you want to receive the transfer". This suggests that filling in the required info on both tax returns would constitute an application for MA.
Is this so, or is it still necessary to apply for MA directly to HMRC as a separate action before submitting our tax returns?


Thanks for your time.