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  • RE: Marriage Allowance in SA calculation

    That worked, thank you. I submitted my return and the calculation came back with a total refund owing increased by increased by £252 (20% of £1260) .

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  • Marriage Allowance in SA calculation

    I should have £1260 personal allowance transferred from my late wife, who died in August 2023. I requested this in the Marriage Allowance section of the paper 'SA100 Deceased' form that I had to complete for her. It was correctly deducted on the 2023/24 calculation that I received for her account, in April, but it does not appear on my account when I reach the calculation step for my own online Self Assessment. I have had conflicting advice on two separate phone calls to HMRC. Should I expect see the addition of the £1260 in my calculation, or am I meant to trust that when my SA is processed, it will be added into the final calculation at that point?