Taxation of Married Persons

D

daffey

Registered User
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I got married back in March 2007. However both my wife and I remained "Single" as far as Revenue is concerned. I just discovered that it is more beneficial to be Jointly assessed.

Would we be entitled to a tax Refund for some of the previous years? If so how many years?
 
I think you ask to go back 4 years but do it before this year ends or 2011 will be gone on you
 
Excuse my ignorance, but you say it is beneficial, how so?

I got married last month and still have to inform revenue, I'm a civil servant on ca €60k pa, as is my wife.

I'm a homeowner but bought before the wedding.
 
David said:
Excuse my ignorance, but you say it is beneficial, how so?

I got married last month and still have to inform revenue, I'm a civil servant on ca €60k pa, as is my wife.

I'm a homeowner but bought before the wedding.
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In your case,it won't make a difference.When one partner earns below the 40% tax band,and one is above,then you can move some of the 40% income into the unused 20% band
 
It only matters if one spouse earns more than €33,800 and the other does not ie where one can get the increased standard rate cut off.
 
Just seeking some clarification on the issue of taxation for Civil Union/Partnership couples on behalf of a relative who is shortly to enter a civil partnership.
They both pay PAYE - one as an early retiree public service pensioner on c €30k pa gross, the other is a PAYE employee on income of around €32k pa gross
The clarification needed :
1. is there any real benefit in them signing up for joint or separate assessment(as a couple) for Income Tax purposes, given that both earnings are below the higher tax rate threshold ?
2. If there is no benefit in joint or separate tax assessment, and they wish to continue being assessed for tax as singles, do they still need to inform Revenue when they become civil partners ?
 
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