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  • FIRST POST
    • Linzymarie34
    • By Linzymarie34 12th Mar 18, 8:04 PM
    • 4Posts
    • 0Thanks
    Linzymarie34
    Marriage tax allownce
    • #1
    • 12th Mar 18, 8:04 PM
    Marriage tax allownce 12th Mar 18 at 8:04 PM
    Hi
    I need some help. I went though the on line process of filling in the marriage tax allownce forms at the end of july 2017. We have got a new tax code but no follow up on back dated allownce! Ive varified my email address but nothing. Does this mean we arent entilied to a back payment?

    Thankyou

    Linzy
Page 1
    • Dazed and confused
    • By Dazed and confused 12th Mar 18, 8:16 PM
    • 2,557 Posts
    • 1,226 Thanks
    Dazed and confused
    • #2
    • 12th Mar 18, 8:16 PM
    • #2
    • 12th Mar 18, 8:16 PM
    If you applied then you cannot get a refund, you either pay the same tax or more.

    Your spouse is the person who could get a refund but it entirely depends on which tax year(s) you applied for.

    Can you confirm which year(s) you applied for?
    • Linzymarie34
    • By Linzymarie34 12th Mar 18, 8:31 PM
    • 4 Posts
    • 0 Thanks
    Linzymarie34
    • #3
    • 12th Mar 18, 8:31 PM
    • #3
    • 12th Mar 18, 8:31 PM
    My husband applied and we back dated for the 2 previous tax years.
    2014/2015 2015/2016 2016/2017

    Thankyou
    Linzy
    • Dazed and confused
    • By Dazed and confused 12th Mar 18, 8:34 PM
    • 2,557 Posts
    • 1,226 Thanks
    Dazed and confused
    • #4
    • 12th Mar 18, 8:34 PM
    • #4
    • 12th Mar 18, 8:34 PM
    If your husband applied then he cannot get a refund, you would be the one entitled to any refund.

    Marriage Allowance only started from 2015:16 so unsure how he has applied for a year before it even existed!

    Did you pay any tax in 2015:16 and 2016:17?
    • Linzymarie34
    • By Linzymarie34 12th Mar 18, 8:42 PM
    • 4 Posts
    • 0 Thanks
    Linzymarie34
    • #5
    • 12th Mar 18, 8:42 PM
    • #5
    • 12th Mar 18, 8:42 PM
    Yeah i would of paid a small amount as i work part time.
    • Dazed and confused
    • By Dazed and confused 12th Mar 18, 8:50 PM
    • 2,557 Posts
    • 1,226 Thanks
    Dazed and confused
    • #6
    • 12th Mar 18, 8:50 PM
    • #6
    • 12th Mar 18, 8:50 PM
    So you might be limited as to how much refund you are going to get (you cannot get more than the tax you've paid so for example if you only paid 100 in 2016:17 that is the maximum refund you could get for that year).

    What isn't clear to be honest is why you haven't received this yet if your husband applied for these tax years back in July last year.

    You'll probably have to bite the bullet and phone HMRC to sort it.
    • Linzymarie34
    • By Linzymarie34 12th Mar 18, 8:54 PM
    • 4 Posts
    • 0 Thanks
    Linzymarie34
    • #7
    • 12th Mar 18, 8:54 PM
    • #7
    • 12th Mar 18, 8:54 PM
    Thought i would have to phone. Thankyou for your help
    Linzy
    • polymaff
    • By polymaff 13th Mar 18, 7:20 PM
    • 2,082 Posts
    • 907 Thanks
    polymaff
    • #8
    • 13th Mar 18, 7:20 PM
    • #8
    • 13th Mar 18, 7:20 PM
    If you pay little tax and your spouse made the MAT application - on HIS behalf - then that suggests that he earns even less than you. So - on whose behalf was the application made?

    This'll all make more sense if you recognise that you and your spouse are two, independent, tax-payers. When you do, you'll recognise how confusing a statement "We have got a new tax code" is to the rest of us.
    Last edited by polymaff; 13-03-2018 at 7:33 PM.
    • poplar
    • By poplar 16th Mar 18, 3:28 PM
    • 11 Posts
    • 0 Thanks
    poplar
    • #9
    • 16th Mar 18, 3:28 PM
    • #9
    • 16th Mar 18, 3:28 PM
    I am getting ESA benefit allowance
    Can my husband still claim for Marriage tax allowance
    even though im on benefit
    • polymaff
    • By polymaff 16th Mar 18, 3:47 PM
    • 2,082 Posts
    • 907 Thanks
    polymaff
    I am getting ESA benefit allowance
    Can my husband still claim for Marriage tax allowance
    even though im on benefit
    Originally posted by poplar
    It's your taxable income that affects if MAT is allowed and - more to the point - if it is worth applying for.

    Where your taxable pay/pension/benefit comes from doesn't matter - although there are TWO types of ESA, one taxable, the other - income-related - not taxable. Which is yours?

    https://www.gov.uk/income-tax/taxfree-and-taxable-state-benefits

    Remember, it is generally the one who has the least taxable income who should apply.
    Last edited by polymaff; 16-03-2018 at 4:02 PM.
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