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New tax credit claim after partner moves in

My partner moved in with us w.e.f. 1st Feb 08. I informed them and they said that my current claim would end and i would have to claim again as a couple from 1st Feb. They said they would send me a new form, which i have now received. What worries me is that the form wants to know my partners income details for the year 2006-2007, which is for a period when he was not living here. Also what worries me is that during that period he had a well paid job giving an income of approx £45K. Unfortunately he is now
unemployed, but has an income of just £12k, comprising a military pension and income from an investment. I cant understand why his income prior to him moving in with me has any bearing on the current situation. Between us now, our joint income is only in the region of £19k. I am worried that we will
be penalised because of a salary that he no longer gets, and that was covering a period almost a year before he moved in. Does anyone know how we can deal with this problem?

Thanks AmyBel:eek:

Comments

  • blue_monkey_2
    blue_monkey_2 Posts: 11,435 Forumite
    Give them a call would be the best way - explain the situation and tell them he was not living with you in that period. In theory your annual income for last year was all that you had received so would not include his salary at all. If that makes sense.

    I have always found it better to speak to them and they are not that bad on the phone. They don't bite :)
  • blue_monkey_2
    blue_monkey_2 Posts: 11,435 Forumite
    I think they will probably already know if the OP has called them and ask for a pack to update and if he is living there it is best to get it right and do it from when he moved in - they'll only take it back at a later date - and more if they think that you have committed fraud.
  • bestpud
    bestpud Posts: 11,048 Forumite
    They always base initial awards on the previous years income so don't worry - it won't afect your entitlement.

    Just fill it in with the information they are asking for and send it off.

    When they write back with the new, lower award, phone them and let them know his real income for this year. They will adjust it and backdate to the date you claimed initially.

    You may be able to do this before you get the award - as in leave it a few days to get there and ring then. I don't know for sure, but it won't hurt to try!

    The only problem you will have is managing financially while they sort it out - but you will get your entitlement in the end!

    Hth
  • System
    System Posts: 178,376 Community Admin
    10,000 Posts Photogenic Name Dropper
    Tax credit initial claims are always based on the last complete tax year. It's the easiest way for claimants to provide income information on a one size fits all application form.

    Basically you give them the details they ask for on the application form then when you receive your first award notice you call them and advise them that his income has changed since the got his P60's last year and that you estimate his income in 07/08 to be £12000. They will adjust the award and send a new award notice based on the more up to date information.
    This is a system account and does not represent a real person. To contact the Forum Team email forumteam@moneysavingexpert.com
  • Thank you all very much for taking the time to reply. The information you have given me has been very helpful. Amybel
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