How to claim a tax refund for missing marriage allowance

Singchow

Hi, 

My 2023-24 self assessment was missed marriage allowance included tax payment and I want to claim a tax refund. However, I could not find a way to apply a tax refund. I tried click "Request a repayment" at my online account and the system have just show "Your Self Assessment records show you have no amounts available for repayment." I ask to HMRC by chat and phone, but also no one came to answer me. 

Anybody can suggest me a way to get the refund back. Thanks.

sheramber

Did you tick the box on your return that you were  claiming marriage transfer allowance?

Singchow

sheramber said:

Did you tick the box on your return that you were  claiming marriage transfer allowance?

I click "No" for question "do you want to claim marriage allowance by transferring 10% of your personaal allowance to your partner?" in my self assessment and my wife have click "Yes".

eskbanker

Singchow said:

sheramber said:

Did you tick the box on your return that you were  claiming marriage transfer allowance?

I click "No" for question "do you want to claim marriage allowance by transferring 10% of your personaal allowance to your partner?" in my self assessment and my wife have click "Yes".

Did she do so far enough in advance, and are you eligible to receive it (i.e. not higher rate taxpayer)?

Apply through Self Assessment

If you’re transferring your Personal Allowance to your partner, fill out the Marriage Allowance section on your return. If you’re receiving the allowance, leave the Marriage Allowance section of your return blank.

If you both send a Self Assessment tax return, the person transferring the allowance should file theirs at least 3 days before the person receiving the allowance.

https://www.gov.uk/marriage-allowance/how-to-apply

Dazed_and_C0nfused

Singchow said:

sheramber said:

Did you tick the box on your return that you were  claiming marriage transfer allowance?

I click "No" for question "do you want to claim marriage allowance by transferring 10% of your personaal allowance to your partner?" in my self assessment and my wife have click "Yes".

Has your wife filed a Self Assessment return for 2023-24?

If so when?

Singchow

Dazed_and_C0nfused said:

Singchow said:

sheramber said:

Did you tick the box on your return that you were  claiming marriage transfer allowance?

I click "No" for question "do you want to claim marriage allowance by transferring 10% of your personaal allowance to your partner?" in my self assessment and my wife have click "Yes".

Has your wife filed a Self Assessment return for 2023-24?

If so when?

My wife submitted tax return on October and I submitted on January. And, I am not a higher rate taxpayer.

I want to know have any other ways to submit my request to HMRC.

sheramber

The marriage allowance transfer does not show as increased allowances in your tax calculation.

The amount is deducted, as a credit, from your tax bill.