Self assessment - tax code discrepancy

mookie77

The tax free allowance on my self assessment shows the default amount, which is lower than that given by my PAYE tax code by over £1000 in my favour. On closer inspection this has been the case since I've been submitting returns, about 5 years! By my calculation that's around £200 a year I've overpaid. What are my chances of claiming this back off HMRC for this year, and previous years, and how do I go about claiming it?

Dazed_and_C0nfused

mookie77 said:

The tax free allowance on my self assessment shows the default amount, which is lower than that given by my PAYE tax code by over £1000 in my favour. On closer inspection this has been the case since I've been submitting returns, about 5 years! By my calculation that's around £200 a year I've overpaid. What are my chances of claiming this back off HMRC for this year, and previous years, and how do I go about claiming it?

You really need to explain that better for anyone to help.

Are you refereeing to your Personal Allowance or something else?

Have you applied for or receive Marriage Allowance?

Is your adjusted net income more than £100

mookie77

Sorry, 
Yes, personal allowance.
Yes, receive marriage allowance.
Not sure what adjusted net income is, it's not on the calculation. But yes, total income more than £100.

Dazed_and_C0nfused

mookie77 said:

Sorry, 
Yes, personal allowance.
Yes, receive marriage allowance.
Not sure what adjusted net income is, it's not on the calculation. But yes, total income more than £100.

Sorry, that was meant to be £100k 😭

So can you explain specially what you think is different?

Marriage Allowance doesn't actually entitle you to any extra allowances.  You receive a tax credit of £252.  Have you checked if that is included?

If you are a higher rate payer you will lose Marriage Allowance and that alone could mean you owe over £500.

mookie77

Dazed_and_C0nfused said:

mookie77 said:

Sorry, 
Yes, personal allowance.
Yes, receive marriage allowance.
Not sure what adjusted net income is, it's not on the calculation. But yes, total income more than £100.

Sorry, that was meant to be £100k 😭

So can you explain specially what you think is different?

Marriage Allowance doesn't actually entitle you to any extra allowances.  You receive a tax credit of £252.  Have you checked if that is included?

If you are a higher rate payer you will lose Marriage Allowance and that alone could mean you owe over £500.

Ah, ok, no, less than 100k.
£252 has been taken off for marriage allowance, so I guess that's it. Thanks for your help!