tax refund

northernstar007
northernstar007 Posts: 999 Forumite
500 Posts Fourth Anniversary Name Dropper
edited 31 March at 6:59AM in Cutting tax
hi all can someone  advise me
i emptied a small dc fund last may and paid too much tax and due a refund
also claiming carers allowance which has now stoped and declaired, i am now due a refund on my tax i called hmrc and they said i have to wait till the new tax year
can anyone confirm this can i not claim it back now, i am not working or claiming any benefits, is it worth calling hmrc back and doing it over the phone which they advised said it will be quicker, or will it be quicker filling in a p800 or do i really have to wait for the new tax year

thanks in advance

Comments

  • Dazed_and_C0nfused
    Dazed_and_C0nfused Posts: 17,253 Forumite
    10,000 Posts Fifth Anniversary Name Dropper
    hi all can someone  advise me
    i emptied a small dc fund last may and paid too much tax and due a refund
    also claiming carers allowance which has now stoped and declaired, i am now due a refund on my tax i called hmrc and they said i have to wait till the new tax year
    can anyone confirm this can i not claim it back now, i am not working or claiming any benefits, is it worth calling hmrc back and doing it over the phone which they advised said it will be quicker, or will it be quicker filling in a p800 or do i really have to wait for the new tax year

    thanks in advance
    The new tax year is only a week away so hardly the end of the world, especially given you haven't done anything about in the last 10 months or so.

    A P800 isn't something you can fill in, it's the tax calculation letter HMRC issue showing how your tax liability/refund has been calculated for a particular tax year.

    There is a form you can complete if you want to but that isn't actually necessary, HMRC will automatically refund any overpaid tax in the next few months.  Or you could ring them and see if it can be issued from a phone call.

    I'm assuming you mean you have declared the Carers Allowance to HMRC.
  • northernstar007
    northernstar007 Posts: 999 Forumite
    500 Posts Fourth Anniversary Name Dropper
    edited 31 March at 7:34AM
    i though the carers allowance would automatically be declaired but i had to do it myself thats the reason i left it so late, untill i checked my record and yes the carers allowance is now showing up on my record as "other earnings" and correct amount earned is now showing
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