Can I stop HMRC adjusting Mum's tax code
Posted: February 6th, 2024, 10:57 pm
Mum gets a state and civil service pension, and has interest and dividends that makes her a basic rate taxpayer. What we'd like is that her personal allowance is applied against the civil service pension, so she pay a little tax there, and then the rest of her income generates a tax bill which she pays in arrears with a cheque (yes I know, but she's 94)
What happens is HMRC keep fiddling with her tax code and telling the civil service pension people. But the numbers are never right, and we have an endless cycle of overpayments, refunds, and mysterious balancing payments. The civil service people never show their working, and the fact that their payments are based on last year's tax is hellishly confusing. I find tax codes a mystery.
I wrote to complain about a random £550 added to her bill this year, and their response (which helpfully gave advice if you could not meet the payment deadline of 31/01/2019!!!!) said it related to 2 years back, even though I thought after an upheld complaint last year we were square, and remonstrated that we'd not entered the figure in TR007 in our Short Assessment form they asked us to complete, even though its not in the form. I've spent 3 hours on this, and while I can calculate the tax due, and the payments made/refunds given, I've got no idea if this carry forward of tax is true or not.
If we decide to pay to square the books, how can I get them to leave the tax code alone in future. They've said we don't need to complete SA going forward, which is rubbish, as they can clearly see untaxed income.
They've made mistakes in 3 out of the last 4 years, and I hates them.
What happens is HMRC keep fiddling with her tax code and telling the civil service pension people. But the numbers are never right, and we have an endless cycle of overpayments, refunds, and mysterious balancing payments. The civil service people never show their working, and the fact that their payments are based on last year's tax is hellishly confusing. I find tax codes a mystery.
I wrote to complain about a random £550 added to her bill this year, and their response (which helpfully gave advice if you could not meet the payment deadline of 31/01/2019!!!!) said it related to 2 years back, even though I thought after an upheld complaint last year we were square, and remonstrated that we'd not entered the figure in TR007 in our Short Assessment form they asked us to complete, even though its not in the form. I've spent 3 hours on this, and while I can calculate the tax due, and the payments made/refunds given, I've got no idea if this carry forward of tax is true or not.
If we decide to pay to square the books, how can I get them to leave the tax code alone in future. They've said we don't need to complete SA going forward, which is rubbish, as they can clearly see untaxed income.
They've made mistakes in 3 out of the last 4 years, and I hates them.