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Posted Sat, 14 Dec 2024 10:55:19 GMT by Julien Monnier
Dear HMRC, forum, My final tax calculation shows an expected 'balancing credit' amount which is made of an "Income Tax overpaid" amount and an "Adjustments to tax due" amount (box 15). I submitted this return over a month ago but in my repayment options I am only seeing the amount for Income Tax overpaid not the full balancing credit. Note that this was an amended return- I initially submitted my return a few months ago without the box 15 claim. So I wonder if the repayment calculator did not see the amended balancing credit or if there is something else I need to do? I've added below the summary of the problem with mock numbers for illustration in case that helps: # Initial return (5 month ago): Income Tax overpaid: 500 Balancing credit: 500 -> Repayment amount available to request: 500 # Amended return (1 month ago): Income Tax overpaid: 500 Adjustments to tax due" amount (box 15): 1500 Balancing credit: 2000 -> Repayment amount available to request: 500 (still the old amount)
Posted Fri, 20 Dec 2024 13:42:34 GMT by HMRC Admin 19 Response
Hi,
As we would need to access your record to review this you will need to contact our Self Assessment team for advice.
Self Assessment: general enquiries
Thank you.

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