Marriage allowance transfer

Maria61

After watching Martin’s programme on claiming marriage allowance transfer I realised that I met the criteria to transfer to my husband. On 26th feb I sent in a form claiming for 4 tax years - 20/21 - 21/22 - 22/23 - 23/24. 

On 13th march my husband received a letter saying he was due a repayment of income tax for tax year 21/22 of £338.08 there is no indication this refers to the marriage allowance transfer and to date he has heard nothing about the other years I’m claiming for. Could this refund be a totally separate thing as I thought the amount of refund would have been higher.
Do hmrc deal with each tax year claim separately?

Dazed_and_C0nfused

Maria61 said:

After watching Martin’s programme on claiming marriage allowance transfer I realised that I met the criteria to transfer to my husband. On 26th feb I sent in a form claiming for 4 tax years - 20/21 - 21/22 - 22/23 - 23/24. 

On 13th march my husband received a letter saying he was due a repayment of income tax for tax year 21/22 of £338.08 there is no indication this refers to the marriage allowance transfer and to date he has heard nothing about the other years I’m claiming for. Could this refund be a totally separate thing as I thought the amount of refund would have been higher.
Do hmrc deal with each tax year claim separately?

What was this "letter" he received?  Was it a P800 calculation?  If so for which tax year?

Did he pay much tax in each of those previous 4 tax years?

Maria61

Yes since sending in the marriage allowance form he has received 2 P800 letters both dated same day - first one refers to tax year 20/21 in which they say hmrc owes him £273.10 which will be carried forward to a later year - the 2nd letter is for tax year 21/22 which included in the calculations the carried over tax refund and ultimately that resulted in them sending him a cheque for £338.08 - he has and still does pay tax at 20% rate

Dazed_and_C0nfused

Maria61 said:

Yes since sending in the marriage allowance form he has received 2 P800 letters both dated same day - first one refers to tax year 20/21 in which they say hmrc owes him £273.10 which will be carried forward to a later year - the 2nd letter is for tax year 21/22 which included in the calculations the carried over tax refund and ultimately that resulted in them sending him a cheque for £338.08 - he has and still does pay tax at 20% rate

Are you sure he couldn't be a higher rate payer in the later tax years? 

That would make him ineligible.

sheramber

Have you checked his Personal Tax  account on Government Gateway to see if what information is shown for the claims?

hmv4u

Having been marriage transferring for a few years now, we are confused about the coming tax year 26/27 when the state pension is increasing to considerably more then the none taxpayers allowance and people I have spoken with are ditching it because they believe the none taxpayer is going to have to pay virtually the same amount of tax as the tax payer

Dazed_and_C0nfused

https://forums.moneysavingexpert.com/discussion/comment/81898258#Comment_81898258

That will be true for some people.

But unless one of the couple becomes a higher rate taxpayer they would still be eligible for Marriage Allowance and could leave it in place if they wished, even though there is no benefit to them as a couple.

eskbanker

https://forums.moneysavingexpert.com/discussion/comment/81898258#Comment_81898258

If both parties earn over £13,830 (personal allowance of £12,570 plus marriage allowance of £1,260) then there isn't any point in claiming it (or any disadvantage either), but it's perhaps misleading to refer to "the state pension increasing to considerably more [than the personal allowance]", as it's only some people who'd have a considerable excess, while others will only have a small one and many others (including all on the standard unincremented post-2016 scheme) will have a state pension less than the personal allowance.

molerat

There can still be a marginal gain in Scotland due to the 19% starter rate and the donor would have to have an income of £15397 in 25-26 and £16537 in 26-27 to completely negate it.