HMRC SA and transfer of MArried Allowance

tigerspill

Hi,
I don't think this is necessarily the right forum for this, but wasnt sure where would be better as I know many on here are very knowledgibla.
My wife has transferred 10% of her zero rated tax allowance (Married Allowance).
This was set up a year or two ago and has worked so far (with a but of help from HMRC).
I did my SA tax return last week and owed £275.  There was no mention of the transferred £250 ish additional allowance.
When does this get added and my tax bill recalculated?  Should this appear on my online account and calculation?
Thanks.

Dazed_and_C0nfused

tigerspill said:

Hi,
I don't think this is necessarily the right forum for this, but wasnt sure where would be better as I know many on here are very knowledgibla.
My wife has transferred 10% of her zero rated tax allowance (Married Allowance).
This was set up a year or two ago and has worked so far (with a but of help from HMRC).
I did my SA tax return last week and owed £275.  There was no mention of the transferred £250 ish additional allowance.
When does this get added and my tax bill recalculated?  Should this appear on my online account and calculation?
Thanks.

Don't know about your online account as such but it should be included in your Self Assessment calculation a few days after you file your return.

With any liability/overpayment on your Self Assessment statement adjusted to reflect that.

tigerspill

Dazed_and_C0nfused said:

tigerspill said:

Hi,
I don't think this is necessarily the right forum for this, but wasnt sure where would be better as I know many on here are very knowledgibla.
My wife has transferred 10% of her zero rated tax allowance (Married Allowance).
This was set up a year or two ago and has worked so far (with a but of help from HMRC).
I did my SA tax return last week and owed £275.  There was no mention of the transferred £250 ish additional allowance.
When does this get added and my tax bill recalculated?  Should this appear on my online account and calculation?
Thanks.

Don't know about your online account as such but it should be included in your Self Assessment calculation a few days after you file your return.

With any liability/overpayment on your Self Assessment statement adjusted to reflect that.

Thanks.
Unfortunately it looks like this has not been picked up as it is neither in the calculation and my bill hasnt been reduced.  I submitted my SA over a week ago.
I will maybe give it a few more days and contact them next week.

mebu60

What amount does your Personal Allowance show as in the calculation? 

tigerspill

mebu60 said:

What amount does your Personal Allowance show as in the calculation? 

It says £12,570.  But I believed this was normal and that the calculations are adjusted a few days after submission rather than on the calculation at submission.
Last year, I received a paper calculation in the post, but don't think my online calculation was updated and that an adjustment was made on my payment page.

mebu60

I did my ex-wife's return online last week. She had transferred her MA to her husband. In the calculation under the 'minus' section it shows:

Personal Allowance £12,570.00
less Marriage Allowance transfer £1,260.00
Total £11,310.00

So I would expect yours to show plus MA £1260, total £13830.

Dazed_and_C0nfused

tigerspill said:

mebu60 said:

What amount does your Personal Allowance show as in the calculation? 

It says £12,570.  But I believed this was normal and that the calculations are adjusted a few days after submission rather than on the calculation at submission.
Last year, I received a paper calculation in the post, but don't think my online calculation was updated and that an adjustment was made on my payment page.

You cannot have a Personal Allowance that is greater than £12,570.

For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.

Is it possible you have missed that?  It will be near the end of the SA302 calculation.

If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

Ch1ll1Phlakes

mebu60 said:

So I would expect yours to show plus MA £1260, total £13830.

This is what I would expect too

Dazed_and_C0nfused said:

You cannot have a Personal Allowance that is greater than £12,570.
For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.
Is it possible you have missed that?  It will be near the end of the SA302 calculation.
If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

If your marriage allowance was in place, it should stay in place until removed. My mum has had the marriage allowance (passed over from my dad) for over ten years.

Dazed_and_C0nfused

Ch1ll1Phlakes said:

mebu60 said:

So I would expect yours to show plus MA £1260, total £13830.

This is what I would expect too

Dazed_and_C0nfused said:

You cannot have a Personal Allowance that is greater than £12,570.
For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.
Is it possible you have missed that?  It will be near the end of the SA302 calculation.
If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

If your marriage allowance was in place, it should stay in place until removed. My mum has had the marriage allowance (passed over from my dad) for over ten years.

No one can possibly have a Personal Allowance of £13,830 as the maximum is £12,570.

I agree Marriage Allowance normally continues from year to year but if the op was ineligible for a year, say because they were a higher rate payer, then it is cancelled and a new claim (by his spouse) would need to be made.

tigerspill

Dazed_and_C0nfused said:

tigerspill said:

mebu60 said:

What amount does your Personal Allowance show as in the calculation? 

It says £12,570.  But I believed this was normal and that the calculations are adjusted a few days after submission rather than on the calculation at submission.
Last year, I received a paper calculation in the post, but don't think my online calculation was updated and that an adjustment was made on my payment page.

You cannot have a Personal Allowance that is greater than £12,570.

For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.

Is it possible you have missed that?  It will be near the end of the SA302 calculation.

If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

I will recheck. I was expecting to see the £252 on my calculation.  But the tax bill I have is exactly what I calculate it to be (without MA transfer) so am 99% sure it hasnt been included.
The MA transfer has been in place last year and going back 3 years.  HMRC did recalculate all this when this was put in place and I received the tax back.  So it was in place last year anyway.  I had to contact HMRC last year as there were issues with this on an earlier year and they confirmed it was in place.
The SA form says to tick No if this has been in place previously - so that's what I did.

tigerspill

Dazed_and_C0nfused said:

Ch1ll1Phlakes said:

mebu60 said:

So I would expect yours to show plus MA £1260, total £13830.

This is what I would expect too

Dazed_and_C0nfused said:

You cannot have a Personal Allowance that is greater than £12,570.
For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.
Is it possible you have missed that?  It will be near the end of the SA302 calculation.
If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

If your marriage allowance was in place, it should stay in place until removed. My mum has had the marriage allowance (passed over from my dad) for over ten years.

No one can possibly have a Personal Allowance of £13,830 as the maximum is £12,570.

I agree Marriage Allowance normally continues from year to year but if the op was ineligible for a year, say because they were a higher rate payer, then it is cancelled and a new claim (by his spouse) would need to be made.

Dazed_and_C0nfused said:

Ch1ll1Phlakes said:

mebu60 said:

So I would expect yours to show plus MA £1260, total £13830.

This is what I would expect too

Dazed_and_C0nfused said:

You cannot have a Personal Allowance that is greater than £12,570.
For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.
Is it possible you have missed that?  It will be near the end of the SA302 calculation.
If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

If your marriage allowance was in place, it should stay in place until removed. My mum has had the marriage allowance (passed over from my dad) for over ten years.

No one can possibly have a Personal Allowance of £13,830 as the maximum is £12,570.

I agree Marriage Allowance normally continues from year to year but if the op was ineligible for a year, say because they were a higher rate payer, then it is cancelled and a new claim (by his spouse) would need to be made.

Dazed_and_C0nfused said:

Ch1ll1Phlakes said:

mebu60 said:

So I would expect yours to show plus MA £1260, total £13830.

This is what I would expect too

Dazed_and_C0nfused said:

You cannot have a Personal Allowance that is greater than £12,570.
For the recipient Marriage Allowance entitled you to a tax reduction, worth £252 at the moment.
Is it possible you have missed that?  It will be near the end of the SA302 calculation.
If not are you certain Marriage Allowance is already in place for 2024-25?  If so how do you know this?

If your marriage allowance was in place, it should stay in place until removed. My mum has had the marriage allowance (passed over from my dad) for over ten years.

No one can possibly have a Personal Allowance of £13,830 as the maximum is £12,570.

I agree Marriage Allowance normally continues from year to year but if the op was ineligible for a year, say because they were a higher rate payer, then it is cancelled and a new claim (by his spouse) would need to be made.

I have received the MA transfer for a number of years and was eligible each time so don't think that is what is happening here.  I did expect this just to carry on from previous years.