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Marriage allowance transfer
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Maria61
Posts: 8 Forumite

in Cutting tax
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?
Do hmrc deal with each tax year claim separately?
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Comments
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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?
Did he pay much tax in each of those previous 4 tax years?0 -
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% rate0
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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
That would make him ineligible.0 -
Have you checked his Personal Tax account on Government Gateway to see if what information is shown for the claims?0
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