tax refund questions

SoonBeSummer

Hi guys, wonder if any of you can give me some advice?

Year 2005/2006

I returned to work in june 2005 after taking some time off. On 10th december 2005 I was envolved in a crash on the M1 motorway (as a passenger) and one of my mates died.

I did not return to work until the begining of March 2006. On or around March 14th we had a blow out on the M1 and I never went back to work. I just could not stand the traveling any more, it turned out I had PTSD and travel phobia due to the accident.

So during the financial year 2005/06 I only worked for about 6 1/2 months. I know I'm entitled to a tax refund but I can only find the P60 - cant find the P45 (I've got it somewhere cause I can remember thinking - I'll keep this safe)

So, do I need both P60 and P45 to claim or is the P60 enough on its own?


.............forwards in time a bit...............


Year 2006/2007

In october 2006 my old boss phoned me and asked if I wanted some work. My savings were a bit low so I said yes. I worked for two days but then had a panic attack traveling back and I never went back to that job.

Then in the last week of March 2007 I was offered some work (different company). So in the financial year 2006/07 I only worked for 7 days (holds head in hands) but payed tax so I should be able to claim this back right, its only a small amout but ITS MY MONEY so I want it?. I have P45 for this year.


.......present day........


Year 2007/2008

During the financial year 2007/08 I have only worked for about 7 months and will have both P60 and P45 when this year ends. So again I will be entitled to a tax refund cause I've not worked a full year.

I've used various online tax refund calculator thingys and it seems I should be able to claim back around £1500 in total spread over the three seperate financial years.

Do I have to make seperate claims or can I claim for everything in one go? I would like to get all this sorted by May this year cause thats when the court case is held and I would like to put all of this behind me.

Any advice would be of help. Thanks.

fengirl_2

For the years 05/06 and 06/07, you just need to write to your tax office and ask them for your refund for the year. You will need to list all your employers during both years and details of any benefits paid to you. Do this asap.
For the current year, if you are on emergency code, the key is to get you off it before the end of the tax year. You will probably be quicker to ring HMRC for this year and tell them your circumstances so they can put you on a proper code and your employer will make the refund. Don't wait until the end of the year or you will be in a big queue with 100's of others.

SoonBeSummer

Ok fengirl. Thanks for the tip about the big queue. But what about the missing P45 for 05/06 I only have the P60. Will this cause a problem?

dzug

SoonBeSummer wrote: »

Ok fengirl. Thanks for the tip about the big queue. But what about the missing P45 for 05/06 I only have the P60. Will this cause a problem?

It won't matter - you probably never had both anyway. The same employer cannot normally issue you both.

SoonBeSummer

Ok dzug, I must have dreamt that P45. Thanks guys.

shelly

Iv'e had kinda the same problem where for 2 years I hardly worked but soon as I did start work again I paid normal tax straightaway so have to claim some back. I called the HMRC and they said to write a covering letter explaining why I think I am owed a tax rebate and to supply them with all details of all my monies coming into house. (Only mine, not hubbys) You mustn't leave any periods of time unaccounted for, for example.....Jan 06-Jun 06 working for £XXX a week. Jun 06-Dec 06 Unemployed receiving JSA at a rate of £XXX a week. Jan 07-Jun 07 Unemployed with no money coming in at all. etc etc etc
I'd put everything in the same letter, don't make seperate claims for each year.

Also as fengirl said you will only need your P60 to make the claim. I don't have any P45s and they said that is fine.


Reminds me I must get mine done....

SoonBeSummer

Ok shelly, thanks.

In october-ish 2007 I did receive a compensation interim payment of £1500. I've been told that compensation for personal injury is not classed as taxable earnings.

Should I explain about this interim payment? My solicitor has said that my accident claim has nothing to do with my tax but I dont want to hide anything from the IR. I also received a payment of £2000 but this was to pay for post traumatic strees treatment so this money went into my account and then out again in the same week so it was'nt my money so to speak. Do I declare these interim payments with the revenue?


Sorry if thats not your field........

shelly

SoonBeSummer wrote: »

Ok shelly, thanks.

In october-ish 2007 I did receive a compensation interim payment of £1500. I've been told that compensation for personal injury is not classed as taxable earnings.

Should I explain about this interim payment? My solicitor has said that my accident claim has nothing to do with my tax but I dont want to hide anything from the IR. I also received a payment of £2000 but this was to pay for post traumatic strees treatment so this money went into my account and then out again in the same week so it was'nt my money so to speak. Do I declare these interim payments with the revenue?


Sorry if thats not your field........

Sorry I really don't know about that. Best I can advise is to call them on Monday, explain that you are putting in a claim for overpaid tax but don't know if you should put down these payments in your letter. Everytime Iv'e had to call them they are very helpful.