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  • FIRST POST
    • isitme
    • By isitme 15th May 18, 1:32 PM
    • 2Posts
    • 0Thanks
    isitme
    Marriage Tax Allowance:
    • #1
    • 15th May 18, 1:32 PM
    Marriage Tax Allowance: 15th May 18 at 1:32 PM
    Just wondering if anyone can help. I have applied for this allowance via phone in Feb/18 (i am the one transfering part of my allowance to my working wife). The person i spoke to at the time said it could take upto 7 weeks for my wifes code to change and i would would be the one any refund would be sent to. As yet no refund and wifes code doesnt appear to have changed (how do you know when it has), although she is going to check again later today to make sure.

    I have rung the tax office since about a month ago but came of the phone confused as the person i spoke to was telling me the opposite on some points ie saying the refund would be paid to my wife and also saying couldnt discus wifes tax affairs with me.

    Is this length of waiting time the norm or do i need to contact someone

    Any help appreciated.
Page 1
    • Dazed and confused
    • By Dazed and confused 15th May 18, 6:57 PM
    • 2,555 Posts
    • 1,226 Thanks
    Dazed and confused
    • #2
    • 15th May 18, 6:57 PM
    • #2
    • 15th May 18, 6:57 PM
    The first person you spoke to was wrong. Anyone who applies for Marriage Allowance can only ever pay the same amount of tax or more, never less.

    So you will never get a tax refund as a consequence of Marriage Allowance but your wife could well do.

    Which tax years did you apply for?

    If it was 2017:18 going forwards then normally a new tax code would have been issued to your wife for 2017:18 and her 2018:19 tax code would be automatically increased as well.

    You need to get your wife to check her Personal Tax Account on gov.uk as this will show what her current tax code is and whether Marriage Allowance is included. If it's included the code number normally ends with an M.

    She then needs to compare this to her latest payslip (after 5 April 2018) to see if her employer is using the correct tax code.

    If she hasn't received Marriage Allowance for 2017:18 (you could check her P60 details to see what tax code was used as a start) then, assuming she doesn't complete a Self Assessment return, the only way she can now get the benefit of Marriage Allowance for that year is by HMRC reviewing her overall tax position for last year. Any refund due would be either sent as a cheque or she will be sent a calculation and be invited to transfer any overpayment into her bank account using her Personal Tax Account.

    She cannot get any Marriage Allowance refund for last tax year via her tax code for the current tax year.

    If her tax code is wrong for this year she needs to get HMRC to issue an updated code to her (and her employer)
    Last edited by Dazed and confused; 15-05-2018 at 7:02 PM.
    • cath21
    • By cath21 17th May 18, 4:05 PM
    • 1 Posts
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    cath21
    • #3
    • 17th May 18, 4:05 PM
    • #3
    • 17th May 18, 4:05 PM
    Hi wondering if anyone can help?
    i have been supported by my husband since Aug 2016 whilst finishing off a degreee, do you know if students are bale to apply for marriage allowance tax?
    thanks
    • Dazed and confused
    • By Dazed and confused 17th May 18, 4:57 PM
    • 2,555 Posts
    • 1,226 Thanks
    Dazed and confused
    • #4
    • 17th May 18, 4:57 PM
    • #4
    • 17th May 18, 4:57 PM
    Whether or not your are a student is irrelevant.

    What matters is what rate of tax you pay.

    You need to know your taxable income for 2016:17, 2017:18 and estimate for this current tax year to know if it is worthwhile applying.

    Your husband would need to have paid tax and not be a higher rate payer to be eligible to benefit of you applied.
    • isitme
    • By isitme 19th May 18, 9:58 PM
    • 2 Posts
    • 0 Thanks
    isitme
    • #5
    • 19th May 18, 9:58 PM
    • #5
    • 19th May 18, 9:58 PM
    Thanks, for the reply Dazed and confused. I applied to have the claim backdated from when this allowance was first introduced so if everything complies with the rules to claim this allowance there must be a refund somewhere either coming to me or the wife. It looks like my wife has had three different tax codes in a short space of time so that will need some investigating. It looks like a telephone call to the tax office needs to be made and to make sure my wife is present so they may talk to the both of us hopefully.
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