Marriage Tax Allowance

dimil0203

HI, my husband took 4 years off from work (his choice) so during this time he paid no income tax, I returned to work in 2020 and now realise that we could have applied for the marriage tax allowance, I know that I can backdate this but he recently returned to work and will now be paying tax again all be it at the lowest level, my question is, is it worth applying for the backdated amount?? can we pretty much apply then tell them we have 'a change in circumstances' because as I said we will both be earning over the tax threshold.  Thanks

sheramber

As your husband is the non tax payer he has to make the claim to transfer the allowance.

If you claim then part of your allowance will be given to him, which is not what you want.

Is £250 per year worth claiming for?

Dazed_and_C0nfused

dimil0203 said:

HI, my husband took 4 years off from work (his choice) so during this time he paid no income tax, I returned to work in 2020 and now realise that we could have applied for the marriage tax allowance, I know that I can backdate this but he recently returned to work and will now be paying tax again all be it at the lowest level, my question is, is it worth applying for the backdated amount?? can we pretty much apply then tell them we have 'a change in circumstances' because as I said we will both be earning over the tax threshold.  Thanks

For back dated claims he has to specify which tax year(s) he is applying for.

So the obvious way of approaching this would be to wait until after 6 April and then he can apply for 2020:21 (if necessary), 2021:22 and 2022:23.

But not apply for what will then be the "current" tax year, 2023:24.

Waiting until then will not prevent claims for any of those tax years.  The year which will be unavailable is 2018:19 so not an issue for you.