Marriage Allowance

polymaff wrote: »

Haven't you understood, yet? Have I wasted my time? The HMRC advice you quote is nonsense.

Yes I’ve understood, don’t get so stroppy! I’m just showing how what is written as eligibility on their site is utter nonsense and confusing to the layman.

And them saying that they’ll check, in their email, presumably to ensure you have earned nothing or less than £11500 before they process the claim, is nonsense.
We’re paying it back so that’s it.

Thanks for your input.

Purplehaze58 wrote: »

Yes I’ve understood, don’t get so stroppy! I’m just showing how what is written as eligibility on their site is utter nonsense and confusing to the layman.

And them saying that they’ll check, in their email, presumably to ensure you have earned nothing or less than £11500 before they process the claim, is nonsense.
We’re paying it back so that’s it.

Thanks for your input.

And them saying that they’ll check, in their email, presumably to ensure you have earned nothing or less than £11500 before they process the claim, is nonsense.

That is your assumption not what is said.

They could just be checking that the marriage allowance transfer was available for the year/s you claim, not whether you are entitled to claim it.

sheramber wrote: »

And them saying that they’ll check, in their email, presumably to ensure you have earned nothing or less than £11500 before they process the claim, is nonsense.

That is your assumption not what is said.

They could just be checking that the marriage allowance transfer was available for the year/s you claim, not whether you are entitled to claim it.

The wording is actually that they will check at the end of the tax year and notify if there is any tax due to be repaid or refunded.

The whole process is automated when done online. If the donor submits the claim and selects the box to confirm they understand the rules etc, then the claim goes through.

The information on the website makes it clear that responsibility lies with the person submitting the information.

Having dealt with hundreds of these claims I can honestly say that the biggest reason for things going wrong is because people dont read the information properly before submitting the claim.

Or they vastly underestimate what income they or their spouse are due to receive.

People also seem to be completely unaware of the effect that transferring 10% of their allowance has to their allowances, i. E that their allowance will reduce, so for the current year giving away 10% of the 11500 leaves them with only 10350 allowances, so if their income is below 11500 but above 10350 it will create a tax liability.

Jen*H wrote: »

Can you claim for the last two years if you are currently ineligible (I am on maternity leave and being the basic rate tax payer will not earn enough to pay tax this year)

If you were eligible in the years you want to claim for then you should claim. Make sure you tell HMRC the year(s) for which you want to claim.

I am assuming from what you say that neither you nor your spouse will be liable for tax this year.

kothurthi wrote: »

. . . Is this tax claiming applicable for people living in UK n Tier 2 Visa as well?

My understanding is that all you need is to have a National Insurance number (if you also qualify in terms of your incomes).