Marriage allowance tax refunds
The marriage allowance has been available since 6 April 2015. Some couples are only just becoming aware of the marriage allowance. The good news is that claims can be backdated for up to four years.
The marriage allowance has been available since 6 April 2015. Some couples are only just becoming aware of the marriage allowance. The good news is that claims can be backdated for up to four years.
Tax may have been deducted at source from the interest element of a payment protection insurance (PPI) payout. If the tax deduction means that you overpaid tax in the tax year in which you received the PPI payout, you can claim a repayment as set out below.
On this page, we explain how to claim a refund of tax paid on savings income. This information is for people who do not have to fill in a tax return. If you normally complete a tax return, see our page Self assessment tax refunds.
This page looks at what to do if you have paid too much tax on your employment or pension income.
If you do not have all the information you need to be able to complete your tax return accurately, you can use a provisional or estimated figure. If you do this, it means you do not need to delay submitting your tax return to HMRC and risk getting a late filing penalty.
A key part of Self Assessment is calculating your tax (and, if appropriate, self-employed National Insurance contributions and student loan repayments) due for the tax year. In most cases, HMRC perform this calculation for you based on the information you include on your tax return.