HMRC SA and transfer of MArried Allowance

Dazed_and_C0nfused

tigerspill said:

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.

In that case it should do yes.  If your wife has a current employment or (PAYE) pension and doesn't have a K code then the suffix at the end of her code should be N.

tigerspill

Dazed_and_C0nfused said:

tigerspill said:

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.

In that case it should do yes.  If your wife has a current employment or (PAYE) pension and doesn't have a K code then the suffix at the end of her code should be N.

Just looked ate my wife's calculation and the personal allowance used is £12,570 so that obviously isnt right.  Looking at the tax code used on her SIPP it seems to be 1257L (from the SIPP P60).
So does it look like this transfer hasnt been considered and that I need to contact HMRC or redo the allowance transfer?

Dazed_and_C0nfused

tigerspill said:

Dazed_and_C0nfused said:

tigerspill said:

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.

In that case it should do yes.  If your wife has a current employment or (PAYE) pension and doesn't have a K code then the suffix at the end of her code should be N.

Just looked ate my wife's calculation and the personal allowance used is £12,570 so that obviously isnt right.  Looking at the tax code used on her SIPP it seems to be 1257L (from the SIPP P60).
So does it look like this transfer hasnt been considered and that I need to contact HMRC or redo the allowance transfer?

It might be you cannot do it, it would need to be your wife.  Although if it is purely down to an error at HMRC's end it could be different.

tigerspill

Dazed_and_C0nfused said:

tigerspill said:

Dazed_and_C0nfused said:

tigerspill said:

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.

In that case it should do yes.  If your wife has a current employment or (PAYE) pension and doesn't have a K code then the suffix at the end of her code should be N.

Just looked ate my wife's calculation and the personal allowance used is £12,570 so that obviously isnt right.  Looking at the tax code used on her SIPP it seems to be 1257L (from the SIPP P60).
So does it look like this transfer hasnt been considered and that I need to contact HMRC or redo the allowance transfer?

It might be you cannot do it, it would need to be your wife.  Although if it is purely down to an error at HMRC's end it could be different.

I have had to do this before - I call them and my wife goes through the security and they are then happy to chat with me. 
I wonder if it is worth updating my wife's SA to re-add the allowance transfer?

tigerspill

Well, I called HMRC.  They had no record of the MA transfer, eventhough it had been applied the last 3 tax years and a message sitting in my wife's inbox on the HMRC confirming it!!  They could give no explanation or reason as to what had happened - nothing.  Utterly incompetant.
Well, they say they have now set it up again and to wait 30 days for it to take effect.  I really don't have much confidence in this, but hope to be surprised.