MARRIAGE ALLOWANCE TRANSFER HOW LONG DOES IT TAKE

delboy0127

My wife applied to allow transfer of marriage allowance  to me her spouse in March 2021. We received notification almost straight away of coding changes, I received a credit of £250  for current year and a code change reflecting the new allowance,  my wife also applied for past years 20/19/18/17. My wife also received a tax bill for past years 20/19/18/17 totalling over £400. My self assessment shows we have made a claim for previous years marriage tax allowance  As of today we have not received a single penny back for previous years. I have made 3 telephone calls to HMRC on each occasion they go through it all and advise me that everything is in order  all forms have been completed correctly  from us and from them They say the delay is because my wife pays her tax through her civil service pension and I pay mine through self assessment  It has been almost 6 months since my wife first applied  Is this length of time the norm ? Making polite telephone calls to HRMC has no effect either.

Dazed_and_C0nfused

Do you nean 2016:17 through to 2019:20? 

What exactly do you mean by "my Self Assessment shows we have made a claim"? 

Are you referring to your Self Assessment calculation for each tax year?  Have you compared those to the previous calculations? 

Have you checked your Self Assessment account to see if the credit (presumably) now due is shown? 

Remember Marriage Allowance doesn't always result in a refund, for 2019:20 it might reduce the tax owed and being collected via your current tax code in which case you would get a new tax code for 2021:22.

delboy0127

No  tax is owed or due by my wife or myself for any of the years in question
My wifes tax code has obviously been amemend for current and past years hence she has ended up with a tax bill of over £400 in total for all years being claimed 

  My Self assessment  shows

2019 to 2020	Applied for Marriage Allowance retrospectively
2018 to 2019	Applied for Marriage Allowance retrospectively
2017 to 2018	Applied for Marriage Allowance retrospectively
2016 to 2017	Applied for Marriage Allowance retrospectively

A refund  of £250 was received by me for year 20/21

Regards

Dazed_and_C0nfused

No  tax is owed or due by my wife or myself for any of the years in question
My wifes tax code has obviously been amemend for current and past years hence she has ended up with a tax bill of over £400 in total for all years being claimed 

Which is it, she doesn't owe anything or she owes £400? 

A tax code can't be amended for tax years that have ended.  Do you mean she has had calculation showing tax now owed? 

If your Self Assessment account does show "Applied for Marriage Allowance retrospectively" then you wouldn't be due any refund, as your application would cancel our the benefit of your wife applying. 

If your wife is the only person who has applied then have you checked your Self Assessment statement of account? 

delboy0127

Dazed_and_C0nfused said:

No  tax is owed or due by my wife or myself for any of the years in question
My wifes tax code has obviously been amemend for current and past years hence she has ended up with a tax bill of over £400 in total for all years being claimed 

Which is it, she doesn't owe anything or she owes £400? 

A tax code can't be amended for tax years that have ended.  Do you mean she has had calculation showing tax now owed? 

If your Self Assessment account does show "Applied for Marriage Allowance retrospectively" then you wouldn't be due any refund, as your application would cancel our the benefit of your wife applying. 

If your wife is the only person who has applied then have you checked your Self Assessment statement of account? 

Since they amended her tax code down for current and previous years she now has a tax bill for each year making of total of £400 approx for all years

sheramber

So your wife's tax office have  actioned her request but your tax  office has not yet actioned the transfer for previous years  yet.

Current years are dealt with first and the previous years are dealt with later. 

HMRC  did have large backlog or post to be actioned due to processing returns from April and the dealing with the covid grant applications. 

Did you ask when the claim might be dealt with?

Try the web chat as you sometimes get further with them.

Jeremy535897

sheramber said:

So your wife's tax office have  actioned her request but your tax  office has not yet actioned the transfer for previous years  yet.

Current years are dealt with first and the previous years are dealt with later. 

HMRC  did have large backlog or post to be actioned due to processing returns from April and the dealing with the covid grant applications. 

Did you ask when the claim might be dealt with?

Try the web chat as you sometimes get further with them.

Don't hold your breath. I know someone still waiting for a repayment in respect of a claim made in March 2019.

delboy0127

Jeremy535897 said:

sheramber said:

So your wife's tax office have  actioned her request but your tax  office has not yet actioned the transfer for previous years  yet.

Current years are dealt with first and the previous years are dealt with later. 

HMRC  did have large backlog or post to be actioned due to processing returns from April and the dealing with the covid grant applications. 

Did you ask when the claim might be dealt with?

Try the web chat as you sometimes get further with them.

Don't hold your breath. I know someone still waiting for a repayment in respect of a claim made in March 2019.

Sincere thanks for advice   we both have the same tax office, yes our current year was refunded in days, I did ask when the claim may be dealt with they were unable to tell me.

Jeremy535897

delboy0127 said:

Jeremy535897 said:

sheramber said:

So your wife's tax office have  actioned her request but your tax  office has not yet actioned the transfer for previous years  yet.

Current years are dealt with first and the previous years are dealt with later. 

HMRC  did have large backlog or post to be actioned due to processing returns from April and the dealing with the covid grant applications. 

Did you ask when the claim might be dealt with?

Try the web chat as you sometimes get further with them.

Don't hold your breath. I know someone still waiting for a repayment in respect of a claim made in March 2019.

Sincere thanks for advice   we both have the same tax office, yes our current year was refunded in days, I did ask when the claim may be dealt with they were unable to tell me.

Remember tax free interest should be accruing at a better rate (currently 0.5%) than you are likely to get elsewhere on a risk free investment.