We'd like to remind Forumites to please avoid political debate on the Forum. This is to keep it a safe and useful space for MoneySaving discussions. Threads that are - or become - political in nature may be removed in line with the Forum’s rules. Thank you for your understanding.

Income Tax question

My wife and I are Ltd Co directors, I set the business up a few years ago and in the 22-23 tax year my wife started helping out with invoicing and admin. I decided to transfer a small number of shares over to her for this.

She received PAYE income from the NHS and then dividend income from the shares. The dividend income was below the level required to submit self-assessment but still high enough that it needed to be reported to HMRC as extra income. We made a mistake and over reported the income figure. We have tried time and again to get this changed but it doesn't seem to be possible online and every department you speak to at HMRC says not their problem.

Any advice?

Comments

  • Dazed_and_C0nfused
    Dazed_and_C0nfused Posts: 15,418 Forumite
    10,000 Posts Fourth Anniversary Name Dropper
    edited 24 August 2023 at 1:36PM
    Has your wife received either a P800 or PA302 calculation with the dividend income included?

    And how did you over report it?
Meet your Ambassadors

Categories

  • All Categories
  • 347.2K Banking & Borrowing
  • 251.6K Reduce Debt & Boost Income
  • 451.8K Spending & Discounts
  • 239.5K Work, Benefits & Business
  • 615.4K Mortgages, Homes & Bills
  • 175.1K Life & Family
  • 252.8K Travel & Transport
  • 1.5M Hobbies & Leisure
  • 16K Discuss & Feedback
  • 15.1K Coronavirus Support Boards

Is this how you want to be seen?

We see you are using a default avatar. It takes only a few seconds to pick a picture.