Back dating marriage allowance

Dowsett

Hi,

My wife has applied and been successful with applying for the marriage allowance.

How do[FONT=&quot] I go about claiming the allowance from April 2015?

Thanks
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Darksparkle

If she has applied then both your tax code should have adjusted already.

Dowsett

She only applied over the weekend.

She has just told me that the back dated payment would be included in my pay slip. So i should get around £1000 in one of my next pay slips (depending on how fast they are) for the last year. If im right, i should also get the £88 or what ever it is per month in the same pay slip.

This might sound like a stupid question but would that £1000 be taxable?

I imagine its not as its a back dated tax relief but nothing would suprise me regarding the tax man.

agrinnall

You misunderstand - you don't get £1000 back, you get tax relief on an additional £1000 of income, so if you are a basic rate tax payer it's worth £200 to you. What will happen is that your tax code will be changed from something like 1060L to 1160L (actually I think there is a new suffix letter for you, which might be M, but I'm not sure). If you're paid monthly and your next pay is the last one of the tax year then your net pay will be £200 higher than normal. Then from April it will be £16.67 per month higher.

Darksparkle

Dowsett wrote: »

She only applied over the weekend.

She has just told me that the back dated payment would be included in my pay slip. So i should get around £1000 in one of my next pay slips (depending on how fast they are) for the last year. If im right, i should also get the £88 or what ever it is per month in the same pay slip.

This might sound like a stupid question but would that £1000 be taxable?

I imagine its not as its a back dated tax relief but nothing would suprise me regarding the tax man.

The maximum tax relief you'll get is £212.

£1060 personal allowance transferred x 20%

Ann_Roberts

I applied over the weekend and had an email this morning to confirm my application had been successful, however I'm unsure if I need to apply to backdate this to claim the 2015 tax year or will it be automatic. Will my husband get a refund for 2015?

Darksparkle

Ann_Roberts wrote: »

I applied over the weekend and had an email this morning to confirm my application had been successful, however I'm unsure if I need to apply to backdate this to claim the 2015 tax year or will it be automatic. Will my husband get a refund for 2015?

If his tax code is updated before his last pay of the tax year it's automatic.

Dowsett

Sorry, not sure i follow.

I havent recieved anything other than my standard personal allowance.

So what your saying is that because ive already been paid that £1060 over the year i will get tax relief on that £1060? £212 back?

As from here on forth i should get that £212 in monthly figures. £212 divided by 12 is £17.66. So i should have my normal net wage plus £17.66 in it from when everything gets updated.

If im correct then im dissapointed, maybe from looking at it the wrong way. I thought i got £1060 of my partners personal allowance over the year which would be £88.33 per month.

agrinnall

I thought it was £1000 but if it's £1060 then yes, your calculation is correct, your net pay will increase by £17.66 per month from April. The other way to look at it is as 20% of £88.33.

Rodders53

Next year 2016-17 it's £1,100 transferred (a £220 pa tax saving) as personal allowance is £11,000. Standard tax code = 1100 -> 1210

Darksparkle

Dowsett wrote: »

Sorry, not sure i follow.

I havent recieved anything other than my standard personal allowance.

So what your saying is that because ive already been paid that £1060 over the year i will get tax relief on that £1060? £212 back?

As from here on forth i should get that £212 in monthly figures. £212 divided by 12 is £17.66. So i should have my normal net wage plus £17.66 in it from when everything gets updated.

If im correct then im dissapointed, maybe from looking at it the wrong way. I thought i got £1060 of my partners personal allowance over the year which would be £88.33 per month.

Yes it does give you an extra £1060 personal allowance, £88.33 per month. But it is tax relief so you see 20% of that.