I
itmom
Guest
Hi,
I need some help with calculating a refund. I'll try to make my query clear.
Situation:
Jointly assessed with my husband. Made redundant early last year. No changes made to re-allocate unused tax credits during 2010. Receiving jobseekers benefit. Husband is proprietary director since 2008. Revenue have made several mistakes allocating tax credits over the years. At this stage I am so confused about what tax credits we are entitled to as revenue tell me something different each time I call. I was under the impression that I would be entitled to a refund or top slicing on the tax paid on my redundancy payment.
My questions:
1. Aside from the married tax credit - is a proprietary director entitled to a PAYE tax credit (I get a different answer each time I call revenue)
2. As I did not re-allocate my allowances to my husband last year I believed I could claim the refund of unused credits this year - is that correct or would they have been automatically assigned to my husband - again have got different answer each time I call?
3. Can I request a P21 for myself for last year?
Revenue tell me as we are jointly assessed that he must return Form 11 to have this assessed and cannot request P21 balancing statement for myself . But if the answer to Q1 is No (i.e. he is not entitled to PAYE credit then there will be no benefit/refund due as he would not get the benefit of my unused PAYE credit.
4. I want to request topslicing on my redundancy payment - again if revenue tell me we have to submit Form 11 to have assessment for 2010 - how do I request topslicing assessment?
Apologies for the long post but my head is wrecked with the different stories I get each time I ring.
Thanks in advance
I need some help with calculating a refund. I'll try to make my query clear.
Situation:
Jointly assessed with my husband. Made redundant early last year. No changes made to re-allocate unused tax credits during 2010. Receiving jobseekers benefit. Husband is proprietary director since 2008. Revenue have made several mistakes allocating tax credits over the years. At this stage I am so confused about what tax credits we are entitled to as revenue tell me something different each time I call. I was under the impression that I would be entitled to a refund or top slicing on the tax paid on my redundancy payment.
My questions:
1. Aside from the married tax credit - is a proprietary director entitled to a PAYE tax credit (I get a different answer each time I call revenue)
2. As I did not re-allocate my allowances to my husband last year I believed I could claim the refund of unused credits this year - is that correct or would they have been automatically assigned to my husband - again have got different answer each time I call?
3. Can I request a P21 for myself for last year?
Revenue tell me as we are jointly assessed that he must return Form 11 to have this assessed and cannot request P21 balancing statement for myself . But if the answer to Q1 is No (i.e. he is not entitled to PAYE credit then there will be no benefit/refund due as he would not get the benefit of my unused PAYE credit.
4. I want to request topslicing on my redundancy payment - again if revenue tell me we have to submit Form 11 to have assessment for 2010 - how do I request topslicing assessment?
Apologies for the long post but my head is wrecked with the different stories I get each time I ring.
Thanks in advance