Marriage Allowance
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To qualify for the Marriage Allowance Transfer, you must have been in a married/civil partnered state for at least one day during the tax year concerned.
If that was the question buried in that postDeleted_User wrote: »Yes it was - thankyou as I thought really, just wanted to check...
Sorry know I babble a tad x
One thing I missed out. You must also be married/civil partnered to that same persion when the donor-to-be makes the election to transfer.0 -
this post is useful. thanks alot0
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I am 74 and retired, my wife is 64 and disabled. My questions are: 1) Are benefits included as income in the claim? 2)My income is £14k+I receive AA at the low rate which brings my income to £17k+ . My wife is on the higher rate of PIP for both mobility and care but does not receive Government Pension yet. I have paid tax in the past on my pension but had a rebate last year(for reasons unknown!)Can anyone tell me if my wife can applyfor the MTA? cheers j0
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scubajon72 wrote: »I am 74 and retired, my wife is 64 and disabled. My questions are: 1) Are benefits included as income in the claim? 2)My income is £14k+I receive AA at the low rate which brings my income to £17k+ . My wife is on the higher rate of PIP for both mobility and care but does not receive Government Pension yet. I have paid tax in the past on my pension but had a rebate last year(for reasons unknown!)Can anyone tell me if my wife can applyfor the MTA? cheers j
If in doubt, apply anyway.Warning: In the kingdom of the blind, the one-eyed man is king.0 -
I applied for the Marriage Tax Allowance as I thought I paid little, tax less than hubby, it says you will be informed if not eligible, fine, then we got a message saying ok and received £212 into hubby's account - good. Until I checked my tax return on Self Assessment site, as I gave up part-time job in November 2016 - I'm a Pensioner and was working part-time. Now find that the £212 is now being added to my next tax code, so the money went into my hubby's bank and now I will be paying that in extra tax on my next self assessment. I've checked with the Tax Rev. people and they say that is correct but no-one said that may happen. Thinking we were better off - now not - but maybe better next year as I've given up work altogether as it doesn't pay !!!:(0
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I applied for the Marriage Tax Allowance as I thought I paid little, tax less than hubby, it says you will be informed if not eligible, fine, then we got a message saying ok and received £212 into hubby's account - good. Until I checked my tax return on Self Assessment site, as I gave up part-time job in November 2016 - I'm a Pensioner and was working part-time. Now find that the £212 is now being added to my next tax code, so the money went into my hubby's bank and now I will be paying that in extra tax on my next self assessment. I've checked with the Tax Rev. people and they say that is correct but no-one said that may happen. Thinking we were better off - now not - but maybe better next year as I've given up work altogether as it doesn't pay !!!:(
To get the maximum benefit (£220) for 2016/17, your income for the tax year will need to be below £11,000 - £1,100 = £9,900.Warning: In the kingdom of the blind, the one-eyed man is king.0 -
Hi. I don't think this one has been covered, apologies if it has. I have just done my 2015/16 tax return online today ( left it late again). I transferred the allowed amount to my wife so i assume/hope they will send a cheque for that year. I'm unsure about 2016/17 though. Will they automatically send a cheque for the months from April 2016 to the present or do i have to apply for this tax year separately?
Telboy.0 -
Hi. I don't think this one has been covered, apologies if it has. I have just done my 2015/16 tax return online today ( left it late again). I transferred the allowed amount to my wife so i assume/hope they will send a cheque for that year. I'm unsure about 2016/17 though. Will they automatically send a cheque for the months from April 2016 to the present or do i have to apply for this tax year separately?
Telboy.Warning: In the kingdom of the blind, the one-eyed man is king.0 -
Just to clarify - if you have transferred the allowance to your wife, it will be your wife who receives the rebate or pays reduced tax.Warning: In the kingdom of the blind, the one-eyed man is king.0
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I applied for the allowance and my husband's tax code has increased and has the letter M at the end of it now but I never got a cheque for the backdated allowance I assumed it was included in my husband's tax code should I phone or email them ?0
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