Marriage Allowance Transfer and Self Assessment

Dazed_and_confused

The legislation is quite clear. One Personal Allowance should go down and the other go up

Have to disagree with this as the legislation states,

An individual is entitled to a tax reduction for a tax year of the appropriate percentage of the transferable amount if the conditions in subsection (2) are met.

polymaff

Dazed_and_confused wrote: »

Have to disagree with this as the legislation states,

Me, too. Just a momentary brain fog.


Far worse, I've accidentally given support to HMRC's current statement:

"Your income is £8,000 and you transferred £1,250 of your allowance to your partner. This made your allowance £11,250 and their allowance £13,750."

Dazed_and_confused

Far worse, I've accidentally given support to HMRC's current statement:

"Your income is £8,000 and you transferred £1,250 of your allowance to your partner. This made your allowance £11,250 and their allowance £13,750."

Heaven forbid :rotfl:

Heedtheadvice

You two could very well be right. I do not doubt it.


Whichever way it ought to be done is not feally the issue though. The problem is that the SA302 gives an incorrect result, online information too and there are further online differences. How is the individual to know what which is correct? There is no (certainly upfront or easy to see online) info to tell the taxpayer which is correct, which is in error and how MAT is greated. This is supposed to be a modern online Digital Account riddled with problems.


It certainly should be worth complaints so that it gets more system recognition rather than rather glib statements from front facing staff (as helpfull as some of them are!) especially given the published 'satisfaction' figures!

polymaff

Heedtheadvice wrote: »

The problem is that the SA302 gives an incorrect result, online information too and there are further online differences. How is the individual to know what which is correct?

I take your point, but the SA302 is meant to translate the SA100 data. As such it shouldn't report the beneficiary's end of the MAT.

IMHO it also shouldn't include the "Estimated payment due by 31st January 2020" section. That lies outside of the scope of a document like SA302.

What you really owe is on the SA300 - which shows your actual "31 Jan 20 ... Amount to pay".

(Which, for the Polymaffs, is quite different from the SA302's estimates - yet again)...:)