Tax back from hmrc

kimwp

Not sure if the right forum - I think I overpaid income tax by about £1000 through PAYE in the 24-25 tax year. I saw somewhere that HMRC have usually sorted refunds out by October, should I be contacting them?

Dazed_and_C0nfused

kimwp said:

Not sure if the right forum - I think I overpaid income tax by about £1000 through PAYE in the 24-25 tax year. I saw somewhere that HMRC have usually sorted refunds out by October, should I be contacting them?

The timescale seems to have been extended in the last couple of years.

https://www.gov.uk/tax-overpayments-and-underpayments

TadleyBaggie

Have you checked your Personal Tax Account?

https://www.gov.uk/personal-tax-account

kimwp

TadleyBaggie said:

Have you checked your Personal Tax Account?

https://www.gov.uk/personal-tax-account

I've got the HMRC app, is that a different thing?

kimwp

Dazed_and_C0nfused said:

kimwp said:

Not sure if the right forum - I think I overpaid income tax by about £1000 through PAYE in the 24-25 tax year. I saw somewhere that HMRC have usually sorted refunds out by October, should I be contacting them?

The timescale seems to have been extended in the last couple of years.

https://www.gov.uk/tax-overpayments-and-underpayments

Good to know, thank you.

RG2015

kimwp said:

TadleyBaggie said:

Have you checked your Personal Tax Account?

https://www.gov.uk/personal-tax-account

I've got the HMRC app, is that a different thing?

The HMRC app and the online personal tax account are virtually the same. You should be able to navigate to the attached message.

kimwp

My income tax for 24-25 is showing:
Taxable income: £35,705.79
Income tax: £5,858.12 - which I think is too much

5858.12 / (35,705.79-12,570) = 25%

monkey-fingers

I just threw that through the tax calculator and it said 

Total refund due

£1,231.00

 

Dazed_and_C0nfused

monkey-fingers said:

I just threw that through the tax calculator and it said 

Total refund due

£1,231.00

 

How can anyone know what the correct answer is without knowing what types of income (and amounts) are included in the £35,705 🤔

monkey-fingers

Dazed_and_C0nfused said:

monkey-fingers said:

I just threw that through the tax calculator and it said 

Total refund due

£1,231.00

 

How can anyone know what the correct answer is without knowing what types of income (and amounts) are included in the £35,705 🤔

I'm taking it at face value - hence why throwing it in the calculator.
It doesn't actually ask many questions.

It assumes that you have a straight 1257L tax code, no pension (which I find odd) or any salary sacrifice or benefits.
In terms of PAYE, if that is indeed the case, then it's rather cut and dried.

That's not to say that they might have to self-assess because of dividends, interest and other taxable income. But that has nothing to do with PAYE.

kimwp

Oops sorry, that's PAYE only. My tax code changed from 12570 to 1236 in February 2025 for untaxed interest. But 24-25 was the first year I had to pay savings interest and dividends were negligible. (But those would reduce the tax bill anyway, with the allowances and lower rates?)