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Joint assessment retrospectively??

  • 24-06-2015 6:18pm
    #1
    The Rook
    Registered Users, Registered Users 2 Posts: 437 ✭✭


    Hi,

    Just wondering, myself and my wife are married 10 years this year and never requested to be assessed jointly after we got married.

    Is this something we can request to be calculated and applied retrospectively to 2005??

    Thanks

    The Rook


Comments

  • #2
    relax carry on
    Registered Users, Registered Users 2 Posts: 4,144 ✭✭✭relax carry on


    The Rook wrote: »
    Hi,

    Just wondering, myself and my wife are married 10 years this year and never requested to be assessed jointly after we got married.

    Is this something we can request to be calculated and applied retrospectively to 2005??

    Thanks

    The Rook

    You can only go back four years. You need to complete Form IT2 and submit to Revenue.


  • #3
    Stheno
    Moderators, Business & Finance Moderators, Science, Health & Environment Moderators, Society & Culture Moderators Posts: 51,690 Mod ✭✭✭✭Stheno


    The Rook wrote: »
    Hi,

    Just wondering, myself and my wife are married 10 years this year and never requested to be assessed jointly after we got married.

    Is this something we can request to be calculated and applied retrospectively to 2005??

    Thanks

    The Rook

    No I think the furthest back you can go is either four or five years


    Why you need to do is send in both of your p21s for the qualifying years along with proof of your date of marriage and revenue will then assess if you are due any refunds under the different assessment models for married couples

    If you are you will get the largest one


  • #4
    gerrybbadd
    Registered Users, Registered Users 2 Posts: 10,301 ✭✭✭✭gerrybbadd


    Stheno wrote: »
    No I think the furthest back you can go is either four or five years
    Its 4 years

    Why you need to do is send in both of your p21s for the qualifying years along with proof of your date of marriage

    Revenue issue the P21s - you don't need to send in P21s

    revenue will then assess if you are due any refunds under the different assessment models for married couples

    In the absence of an election, Joint Assessment is applied.

    If you are you will get the largest one

    See above. Joint Assessment will be retrospectively applied, but only 4 years reviews can be issued


  • #5
    The Rook
    Registered Users, Registered Users 2 Posts: 437 ✭✭The Rook


    Great news, I (pessimisticly) thought you couldn't go back any years, so to hear 4 years is a bonus!

    Thanks!


  • #6
    Stheno
    Moderators, Business & Finance Moderators, Science, Health & Environment Moderators, Society & Culture Moderators Posts: 51,690 Mod ✭✭✭✭Stheno


    gerrybbadd wrote: »
    See above. Joint Assessment will be retrospectively applied, but only 4 years reviews can be issued

    I think I meant p60s sorry :)


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  • #7
    gerrybbadd
    Registered Users, Registered Users 2 Posts: 10,301 ✭✭✭✭gerrybbadd


    Stheno wrote: »
    I think I meant p60s sorry :)

    No need for apologies.:)

    Generally speaking, the P60s are only required for the last tax year, up to about April or May. The Employer P35 is usually completed and uploaded by then, so the P60 is no longer needed


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