We got our marriage tax allowance but were immediately asked to pay it back?

sheramber

You do not need to be a UK national to  claim Marriage Transfer Allowance.

Have tyou tried claiming online?

https://www.gov.uk/apply-marriage-allowance

otherwise phone back and you get some one else who may be more knowledgeable

You could also try the webchat who are usually helpful.

https://www.tax.service.gov.uk/ask-hmrc/webchat/income-tax-enquiries-for-individuals-pensioners-and-employees

unholyangel

I'm presuming your wife was present and made the claim, as only the person transferring their allowance can make an election

You have to be entitled to a personal allowance. This is where UK national comes in, althought it is not the ONLY criteria to be entitled to a personal allowance. If your spouse meets any of the tests contained within the following website link for each tax year you were claiming, then they would be entitled to an allowance and therefore be able to apply for the marriage allowance transfer. 

https://www.legislation.gov.uk/ukpga/2007/3/section/56

farazk86

Thanks for the replies guys.

Its comforting to know that the UK nationals thing was a mistake and that we can apply, I also could not find it mentioned anywhere online and most probably she did get spooked by me mentioning visa - as not all visas are the the same and some of them dont allow work.

Ill wait and see how the change affected my next payslip and then most probably call again and talk with someone else who knows more than this lady.

And yes, my wife was present and she was the one that made the call and answered the security questions and then handed over the phone to me.

Savvy_Sue

RAS said:

You are obviously not going to get this back-dated by four years if you only married in 2019.

But I think you need to go back and check that you can get it going forward and ask about back-dating until you marriage date. 

I thought that, but IF they married in the 2018-19 tax year (ie before 6th April) then there's 
2019-20, 
2020-21
2021-22

Which does cover 4 tax years, although the backdate would only be needed for 3 years.

Although we remain in the dark about whether it can be claimed for the period before arrival in the UK. 

farazk86

Hi all,

So I thought I would give an update on this as I got my pay check and can see that for November my tax code was changed to denote marriage allowance.

I got a tax relief of £168 this month. I dont know whats the normal amount per month here, so I dont know if this was backdated and if done to which date??

sheramber

The change in your coding will only affect the current year. You will be credited  with tax overpaid from April up to November.You get 1/12 of the extra for each month. November onwards will be given each month until The end of the tax year. Any refund for previous years will be dealt with separately and may take a few weeks, depending on the current workload.