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marriage tax allowance question

oap71
oap71 Posts: 26 Forumite
Second Anniversary 10 Posts
My wife applied in this March 22 to share her unused tax allowance with me.
How long does it take to get a response to our postal application.

Assuming my tax allowance was £12,570 with her 10%  tax allowance share would be £13,827, my question is how do I claim the tax free earnings £1,257 that I earned that would been tax free.

Do I claim that from my employer? if so how?

Comments

  • chrisbur
    chrisbur Posts: 4,270 Forumite
    Part of the Furniture 1,000 Posts Photogenic Name Dropper
    No idea how long it takes but your employer will eventually be issued with a new tax code for you.  The tax you pay will then be adjusted, you do not need to claim anything.
  • Dazed_and_C0nfused
    Dazed_and_C0nfused Posts: 18,111 Forumite
    10,000 Posts Fifth Anniversary Name Dropper
    And just to be clear you will get extra tax code allowances so you get the benefit of Marriage Allowance during the year but Marriage Allowance is actually a tax deduction, not an increase in your personal allowance.

    You save £252 in the current tax year (£1260 x 20%).

    It makes no difference to most people but it does for a few.
  • oap71
    oap71 Posts: 26 Forumite
    Second Anniversary 10 Posts
    chrisbur said:
    No idea how long it takes but your employer will eventually be issued with a new tax code for you.  The tax you pay will then be adjusted, you do not need to claim anything.
    Thanks, I forgot to mention I retired in 2020, I only asked as I'm no longer employed
  • oap71
    oap71 Posts: 26 Forumite
    Second Anniversary 10 Posts
    And just to be clear you will get extra tax code allowances so you get the benefit of Marriage Allowance during the year but Marriage Allowance is actually a tax deduction, not an increase in your personal allowance.

    You save £252 in the current tax year (£1260 x 20%).

    It makes no difference to most people but it does for a few.
    Thanks I'm looking to claim for 17/18, 18/19 19/20 and part of 20/21 tax years as I retired in June 20 we submitted my in March
  • Dazed_and_C0nfused
    Dazed_and_C0nfused Posts: 18,111 Forumite
    10,000 Posts Fifth Anniversary Name Dropper
    edited 25 May 2022 at 9:12AM
    When you eventually get the calculations for those earlier years you will see the standard Personal Allowance but somewhere in the calculation there will be a tax credit reducing your tax liability, for example in 2019:20 it will be £250 (£1,250 x 20%).

    If your wife owes any tax as a result of applying her calculations will show a reduced Personal Allowance, for example £11,250 in 2019:20.

    NB.  Marriage Allowance doesn't apply for part years, you are either eligible of not.  All HMRC will do is check if you are both eligible.  They don't check if applying is a sensible thing to do.
  • molerat
    molerat Posts: 35,009 Forumite
    Part of the Furniture 10,000 Posts Name Dropper Photogenic
    For past years they will send out a cheque. For the current year they will adjust your tax code.  For the purposes of this your "employer" will be your pension payer. 
  • sheramber
    sheramber Posts: 23,153 Forumite
    Part of the Furniture 10,000 Posts I've been Money Tipped! Name Dropper
    For previous years it could be November until it is dealt with.
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