transferable tax allowance for married couples

transferable tax allowance for married couples

Didn't find your answer?

I am self employed and completing my tax return. I thought I'd be able to claim my wifes unused personal allowance to myself on the return form but there doesn't seem the facility to do this. How do I make the claim for 2015/16. I'm a base rate tax payer and my wife doesn't work at all

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By Swedish Chef
12th Apr 2016 17:15

Well for starters.....

.... you cannot claim all of it - only 10%. And you are no more than a basic rate taxpayer I assume?

I don't think there is anywhere to claim it on the Return itself - but it will form part of the tax calculation.  

Not entirely sure though - only got the new software today, and not had time to properly digest it all.

How are you completing your Return?  Paper?  Online?

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Replying to Andy556:
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By nmfs
12th Apr 2016 17:13

do I have to buy commercial software to make the claim then?

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By nmfs
12th Apr 2016 17:14

I am using HMRC's free software

 

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By Swedish Chef
12th Apr 2016 17:19

No, but....

... has your wife already elected to give up part of her allowance?  If so, then I believe HMRC will amend your tax calculation when your Return goes in as they will already have a record of it.

If she hasn't already elected to a transfer...... sorry, not sure what happens.  It's all a bit "new".   Hopefully someone on here can point you in the right direction, though...

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RLI
By lionofludesch
12th Apr 2016 17:19

Marriage allowance

It's not on your tax return.   Nor would it be on hers, if she had one.   Because you need to make a joint claim.

You need to go to the home page of HMRC's site and type "Marriage Allowance" into the search box.

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Replying to ireallyshouldknowthisbut:
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By Lady Carrera
12th Apr 2016 18:06

Cancel that!

:)

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Replying to ireallyshouldknowthisbut:
RLI
By lionofludesch
12th Apr 2016 18:11

Forgiveness

fawltybasil2575 wrote:

Forgive me, lion, but that's not quite right.

The Marriage Allowance is not a "joint" claim as such, but a transfer of entitlement by the spouse/civil partner who wishes to transfer it to her "other half".

Basil.

Consider yourself forgiven, Basil.

However, either way, t'interweb is the quickest way to get what he needs.

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By Marion Hayes
12th Apr 2016 21:58

Digita

Personal return contains a personal allowance screen with a Marriage allowance tab.

The other information screen now has a tick box for claiming Universal credit

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