Marriage allowance

Bigror

Thanks guys,
The bottom line on the simple assessment clearly says "You owe HMRC £749" It's the same for the other 3 years. That is what has us worried.
In answer to the other questions. Yes, for many years my taxable income was below £12,570. And it has always been from one source.
Again, I am grateful for advice.

Dazed_and_C0nfused

Bigror said:

Thanks guys,
The bottom line on the simple assessment clearly says "You owe HMRC £749" It's the same for the other 3 years. That is what has us worried.
In answer to the other questions. Yes, for many years my taxable income was below £12,570. And it has always been from one source.
Again, I am grateful for advice.

That calculation never shows tax paid by an individual taxpayer.  So it is correct in the sense of £749 is the (revised) tax liability for that year.

But if £1,001 has been paid then the overall result is a refund of £252.

I can only refer back to my previous suggestion.  That is where you will the overall answer.

It might be that your spouse is due say £1,100 back (although admittedly it's not clear what has happened to it!).  Whilst you owe say £700.

So as a couple you would be better off.

If so why not add up her refunds and compare that to the tax you owe

[Deleted User]

Dazed_and_C0nfused said:

Bigror said:

Thanks guys,
The bottom line on the simple assessment clearly says "You owe HMRC £749" It's the same for the other 3 years. That is what has us worried.
In answer to the other questions. Yes, for many years my taxable income was below £12,570. And it has always been from one source.
Again, I am grateful for advice.

That calculation never shows tax paid by an individual taxpayer.  So it is correct in the sense of £749 is the (revised) tax liability for that year.

But if £1,001 has been paid then the overall result is a refund of £252.

I can only refer back to my previous suggestion.  That is where you will the overall answer.

It might be that your spouse is due say £1,100 back (although admittedly it's not clear what has happened to it!).  Whilst you owe say £700.

So as a couple you would be better off.

If so why not add up her refunds and compare that to the tax you owe

Have to agree - the tax LIABILITY is £749. Now one should look at what has been paid in respect of this liability. 

Bigror

Sorry, typed a response yesterday but must not have posted it properly!
Bottom line of the "Simple assessment" for my wife (and me too actually) says "You owe HMRC - £749" Exactly the same for all the 4 'back-years'. This is for both of us, but for different amounts obviously.
To answer the questions above. Yes, for some years now my income has been below the £12,570 (although it is now over it) and it has always been from one source.

Dazed_and_C0nfused

Bigror said:

Sorry, typed a response yesterday but must not have posted it properly!
Bottom line of the "Simple assessment" for my wife (and me too actually) says "You owe HMRC - £749" Exactly the same for all the 4 'back-years'. This is for both of us, but for different amounts obviously.
To answer the questions above. Yes, for some years now my income has been below the £12,570 (although it is now over it) and it has always been from one source.

Ok so if you add up all the "You owe" amounts from the four(?) Simple Assessments and then deduct the amounts paid direct to HMRC that should show how much (in total) your spouse has overpaid.

If the 4 had years are 2018-19 through to 2021-22 it may well be that your spouse is overpaid by £990.

You then need to add up the amounts you owe and compare the two.

If you owe say £690 then you will, as a couple, be £300 better off.

Bigror

Thanks guys. I really appreciate the help.

Dazed_and_C0nfused

Bigror said:

Thanks guys. I really appreciate the help.

Assuming that once you have worked out the overall position and are happy that it has been beneficial to apply then your spouse needs to call HMRC and ask what has happened to their refund (the difference between the new "You owe" amounts and what they had paid direct to HMRC for those years).

Once that is received your spouse will hopefully contribute to the tax you need to pay.

Bigror

Thank you very much