David Preston
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RE: Accidental ISA Exceed - next steps?
Hi - I too have accidentally overpaid %5 into my ISA on the 23 March - after adding cash into a holding account for a stock and shares ISA. I had asked the chat bot if the holding account would count against my ISA and it had said no, but after adding, it showed as it did count. I instantly removed the funds, so as to not gain any interest etc. But it still showed as using a proportion of this years ISA allowance, which is already fully used. I spoke to a human at the company that details with the ISA, and they gave me my new ISA details, and said to contact HMRC. I looked up the HMRC number for ISAs, and I have tried to contact them twice, but the auto attendant doesn't recognise the term "ISA" when it asks, and later it dropped my call as the queue was too long. Do HMRC contact people as a matter of course, or should I still be trying to contact them? And, if I do need to contact them - what is the best way? Thank you.