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Post Info TOPIC: Marriage Allowance Transfer
Jay


Senior Member

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Posts: 204
Date:
Marriage Allowance Transfer


Good Morning,

We received a Self Assessment Tax Statement for a client this morning, and the amount demanded was not in accordance with our calculations.

I identified that he had not been credited with the Marriage Allowance transfer in accordance with his SA Return

I checked his wife's Return and the transfer is shown.

I spoke with the HMRC Agent Helpline this morning, extremely helpful.

They advised that this is a known problem that they are working on a fix at the moment, but date of corrections not known.

They will be issuing revised Tax Calculations and Statements in due course.

Best wishes

Jay



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Forum Moderator & Expert

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Posts: 11583
Date:

Cheers for the update Jay

many thanks,

Shaun.

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Shaun

Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Senior Member

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Posts: 257
Date:

I had been frustrated that the HMRC website calculations differed from my own with regards to the Marriage allowance transfer

so many thanks for that information, very helpful

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Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Veteran Member

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Posts: 64
Date:

Hi,
I have a client who's wife applied for the allowance and was successful however it is not showing the allowance on his tax return.
Please advise
Thanks

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Toni Fields



Senior Member

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Posts: 257
Date:

Hi

The HMRC system for self assessment and paye are currently not working successfully together so the Marriage allowance does not show on the tax return.

They are aware of the problem so you need to submit the Tax Return and then it should hopefully be corrected when received.

Hope this helps



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Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.



Veteran Member

Status: Offline
Posts: 64
Date:

Thanks very much.

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Toni Fields

Jay


Senior Member

Status: Offline
Posts: 204
Date:

Good Morning.

Hopefully the error regarding the Marriage Allowance Transfer has been resolved.

This morning I received a Tax Calculation from HMRC for one of our clients affected by this and the final line states :

"Marriage Allowance has been transferred in line with your application."

BW

Jay



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Senior Member

Status: Offline
Posts: 257
Date:

I know this is an old post butit appears still to be an issue.

I'vejust done an online self assessment and the calculation isn't correct due to the marriage allowance.

Is anyone aware if HMRC are now issuingthese calculations correctly when they come out to the client please ?

Thanks

Valerie



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Responses are not meant as a substitute for professional advice. Answers are intended as outline only the advice of a qualified professional with access to all relevant information should be sought before acting on any response given.

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