marriage allowence

RoystonV

I haven’t as yet but I will do.

Thanks for your help here.

RoystonV

Dazed_and_C0nfused said:

RoystonV said:

Thanks for your prompt response. 

To answer your 3 questions; 

Yes I have completed a tax return for each of the historic periods

Yes, I’m sure her application covered the historic periods

No, I’ve not been a higher rate tax payer in any of those periods (but was prior to that)

I suspect that that is where the issue lies then.

As you yourself cannot "claim" Marriage Allowance HMRC need to revise your returns (or enable you to receive the appropriate credit) for each of those years now your spouse has applied.

Don't know why this hasn't happened yet but I doubt there is any point waiting any longer. 

You could try phoning at 8am or use webchat (type in advisor a couple of times as this seems to get a human response) to find out what the delay is.

One small consolation is that you should be entitled to interest (known as repayment supplement) for the tax overpaid in each of the 4 years in question.

Have you checked your Self Assessment account to make sure there are no updates there or credit on your statement of account?

Just came off the webchat with HMRC and been advised that they do indeed need to put a referral through to have my historic tax returns recalculated ……. just 9 short months after the application.

Looking forward to retiring on the interest payment 😉

3rtr

Looks like I'm earning too much to claim Marriage tax allowance. I've checked over the last 5 years and I've earned between 35k and 45k on contracting jobs and 20-22k on a police pension. Is it worth trying to claim?

[Deleted User]

3rtr said:

Looks like I'm earning too much to claim Marriage tax allowance. I've checked over the last 5 years and I've earned between 35k and 45k on contracting jobs and 20-22k on a police pension. Is it worth trying to claim?

You are a higher rate taxpayer so your spouse could not claim marriage allowance to be transferred to you. You would not, in any case, be the applicant.

Jeremy535897

I am aware of a case where HMRC ignored the claim for past years, and it took nearly three years to get them to resolve it. You may be asked to complete an overpayment relief claim, even though it should not be necessary:
https://www.gov.uk/hmrc-internal-manuals/self-assessment-claims-manual/sacm12150

[Deleted User]

Jeremy535897 said:

I am aware of a case where HMRC ignored the claim for past years, and it took nearly three years to get them to resolve it. You may be asked to complete an overpayment relief claim, even though it should not be necessary:
https://www.gov.uk/hmrc-internal-manuals/self-assessment-claims-manual/sacm12150

Bit mystified by this - until I realised that I had replied to someone other than the op!