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  • FIRST POST
    • lg13mza
    • By lg13mza 29th Apr 19, 9:24 AM
    • 132Posts
    • 52Thanks
    lg13mza
    error on previous years self-assessment
    • #1
    • 29th Apr 19, 9:24 AM
    error on previous years self-assessment 29th Apr 19 at 9:24 AM
    I completed my first self-assessment last year for 2017-2018. I've just done 2018-2019 but in doing so I've realised that the previous year is wrong. I realised whilst completing 2018-2019 that my tax code had changed. Prior to self-assessment my tax code was always different to the norm because of medical insurance and some flat-rate job expenses. I didn't add these figures to my self-assessment for 2017-2018 as I thought they were covered in my tax code. Whilst speaking to HMRC this year regarding 2018-2019 it transpires I should have included these.


    Basically it means I over-paid tax for 2017-2018. It isn't much but is too late to try and get it back?
Page 1
    • Pennywise
    • By Pennywise 29th Apr 19, 10:19 AM
    • 11,656 Posts
    • 22,521 Thanks
    Pennywise
    • #2
    • 29th Apr 19, 10:19 AM
    • #2
    • 29th Apr 19, 10:19 AM
    You can amend and resubmit your 17/18 tax return any time up to 31/1/20.
    • lg13mza
    • By lg13mza 20th May 19, 9:03 AM
    • 132 Posts
    • 52 Thanks
    lg13mza
    • #3
    • 20th May 19, 9:03 AM
    • #3
    • 20th May 19, 9:03 AM
    Thanks, I did that a few weeks back. They owe me about 50, but I haven't heard anything back. do you know if they just adjust my tax code? Previously they paid me into my bank account but it was a more significant sum previously.
    • Dazed and confused
    • By Dazed and confused 20th May 19, 7:57 PM
    • 4,885 Posts
    • 2,529 Thanks
    Dazed and confused
    • #4
    • 20th May 19, 7:57 PM
    • #4
    • 20th May 19, 7:57 PM
    HMRC do not refund overpaid tax from one tax year through your tax code for a different tax year.

    If you owed tax for 2017:18 and that is being collected through your 2019:20 tax code and the amount owed had been reduced because of your amendment then a revised tax code would be appropriate.

    Did you actually claim a repayment when you filed the amended return for 2017:18?

    And have you checked your Self Assessment account to see if the adjustment to your account is showing up and if the overpayment is shown?
    Last edited by Dazed and confused; 20-05-2019 at 7:59 PM.
    • lg13mza
    • By lg13mza 22nd May 19, 12:28 PM
    • 132 Posts
    • 52 Thanks
    lg13mza
    • #5
    • 22nd May 19, 12:28 PM
    • #5
    • 22nd May 19, 12:28 PM
    I couldn't see any reference to the over-payment on the online account, but I went in to check today after you said that and amazingly it was on the opening this time, so all good. thanks.
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