Skip to main content

This is a new service – your feedback will help us to improve it.

Posted Thu, 21 Dec 2023 09:58:58 GMT by Michael Peters
The marriage allowance is not showing on client's husband's self assessment tax calculation before submitting it was applied for successfully, it is showing his details on her return and has reduced her personal allowance accordingly. Can anyone help please? it was applied for on the 14th and an email was received to say was successful. Many thanks in advance
Posted Tue, 02 Jan 2024 12:14:17 GMT by HMRC Admin 21 Response
Hi Michael,
While the transfer from your client's record may have been successful, if your client's husband is a higher rate taxpayer, he would not be entitled to the transfer of allowances, and it would automatically be omitted from his own calculation. If neither are higher rate taxpayers, you may wish to try resubmitting your client's husband's return, as the transfer may not have had time to map over succesfully. If doing so does not update the calcualtion with the transfer, contact us by webchat or phone via Self Assessment: general enquiries, and we can confirm what is preventing the transfer.
Thank you.

You must be signed in to post in this forum.