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Post Info TOPIC: Marriage Allowance Transfer
Jay


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Marriage Allowance Transfer
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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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Shamus


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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.
lots to learn


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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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blueeyes


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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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lots to learn


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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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blueeyes


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Thanks very much.

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Jay


Senior Member

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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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lots to learn


Senior Member

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

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

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

Thanks

Valerie



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