Marriage Allowance

[slick132]

Hi Sally,

 

1. What was said about paying the £212 that's owed as per the P800. Do they want it paid direct or do they want to collect by a PAYE Code restriction.

 

2. Could you afford to pay the £212 if it's payable now. If not, you may need to challenge the P800 assessment.

 

3. The 1st sentence in your post #1 above doesn't quite make sense. Can you tell us a bit more about whether you are both working/earning and how you or he would benefit by claiming the marriage allowance.

 

Stay OFF the phone and keep any comm'ns in writing only. Maybe hold writing a letter until we know a little more.

 

[slick132]

Hi Sally,

 

If there's a date you should pay the £212 by, do this to avoid possible interest or penalties.

 

The link posted above by ReallyMadWoman gave info that should help you decide if you would benefit by claiming the £1,150 transfer.

 

Can you read it carefully and let us know if you think you should have claimed the transfer for one or both years, or not.

 

[slick132]

Hi Sally,

 

Confirm to them in writing your dispute and request they confirm in writing what any appeal process is.

 

I agree With CD's advice - write to HMRC and start by saying you will only deal with this in writing.

 

Tell them you now believe you didn't qualify to transfer in the way you claimed for 2015/16 although you should have claimed for YH's allowance to be transferred to you. Confirm you now want this to happen.

 

Tell them for 2016/17 HMRC should have recognised the transfer was not appropriate in your combined circumstances.

 

Tell them you dispute the £212 is payable and formally apply for the tax deemed due to be postponed for collection.

 

Tell them you require them to acknowledge your appeal/complaint and forward any forms etc for completion.

 

[slick132]

Hi Sally,

 

Thanks for the update.

 

You should not have phoned them. Keep all comm'ns in writing only unless you're recording your tel cons.

 

Wait for them to come back to you and let us know when they do. If they call to "resolve" the matter, tell them you require their written reply and you can't discuss it by phone at all.

 

If you get a demand for payment in the meantime, let us know and do NOT call to complain.

 

[slick132]

Hi Sally and thanks for the update.

 

This thread will serve as notice to others of the possibility of :-

 

1. Making a claim to transfer personal allowances between spouses or civil partners.

 

2. Making sure they read up on on how to do this and fully understand the process before acting.

 

The link from the previous page is repeated here for others to read - https://www.gov.uk/marriage-allowance