Duncan
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Married Allowance not Showing on Draft Tax Return
I am completing my 2023/2024 Self Assessment tax return. My husband submitted his 2023/2024 tax return a couple of months ago and this showed correctly that he was receiving the Married Allowance transferred from me. (He is receiving the marriage allowance for both 2023/2024 and 2024/2025). However, my tax return calculation does not show the married allowance as having been transferred but rather shows the full £12,570 full personal allowance. Although I owe no tax because my total income is below the personal allowance (even with the married allowance reduction), it is disconcerting that the married allowance isn't showing in my calculation. I tried to add the married allowance, but it rejected this option saying the allowance was possibly already being claimed. I cannot attempt this again because it says I have made 3 attempts to say 'Yes' to married allowance. Should I submit my return with the wrong personal allowance calculation? The SA doesn't allow me to do otherwise. -
NI refund when ending employment part way through tax year
I ended my full-time employment at the end of June and do not intend to seek employment for the rest of this tax year. Thus for this tax year, having only worked for roughly 3 months, I earned £9170, yet through my payroll I have paid £482 in NI. I will be of state pensionable age in late April 2025. Is there a way for me to reclaim the NI contributions I have already paid, because I will be below the annual threshold for paying NI in the year 2024/25? Can I do this now or do I have to wait to do self assessment at the end of the tax year? If I can reclaim NI, how do I do it. Online suggests my former employer would need to do this.