Assessable Spouse Election Form - Help

bizebee

Hi All,

Firstly, apologies if this has been asked before - I have been unable to spot anything relating to my question..and to some could be seen as a silly question.

I am filing out the assessable spouse election form at the minute to update revenue of my marriage in 2015 and I am stuck with filling out the form..

1. Estamated income for current year - would this be 2018 basic salary earnings?

2. part a where we jointly elect (me) to be the assessable spouse for the tax year - Is it for 2018 ( the current tax year) or is it from the date of marriage aka 2015 ?

Thanks in advance for any help with this - Both myself and my husband tend to freak when dealing with revenue for fear of not speaking their language or not complementing things to their way and it coming back to bite us

gerrybbadd

bizebee wrote: »

Hi All,

Firstly, apologies if this has been asked before - I have been unable to spot anything relating to my question..and to some could be seen as a silly question.

I am filing out the assessable spouse election form at the minute to update revenue of my marriage in 2015 and I am stuck with filling out the form..

1. Estamated income for current year - would this be 2018 basic salary earnings?

2. part a where we jointly elect (me) to be the assessable spouse for the tax year - Is it for 2018 ( the current tax year) or is it from the date of marriage aka 2015 ?

Thanks in advance for any help with this - Both myself and my husband tend to freak when dealing with revenue for fear of not speaking their language or not complementing things to their way and it coming back to bite us

1) yes

2) Generally they will backdate the election for you.

bizebee

Thank you gerrybbadd for your reply/help - I really appreciate it.

bizebee

I have another quick question you might be able to help answer for me...
I sent in the form and revenue got back to me - and we get a refund ( yay!)
for year of marriage Revenue still see you as "Single" so that year i got a year of marriage relief/tax credit of x amount....and i got a refund amount for that year.

Is this "year of marriage relief" available to both people or just the person elected (me) on the form sent in? My husband's revenue online account has no P21 created/balanced for 2015..

Thanks in advance,
bizebee

bee06

bizebee wrote: »

I have another quick question you might be able to help answer for me...
I sent in the form and revenue got back to me - and we get a refund ( yay!)
for year of marriage Revenue still see you as "Single" so that year i got a year of marriage relief/tax credit of x amount....and i got a refund amount for that year.

Is this "year of marriage relief" available to both people or just the person elected (me) on the form sent in? My husband's revenue online account has no P21 created/balanced for 2015..

Thanks in advance,
bizebee

There’s no extra tax credit for being married. You got a refund because your husband didn’t use all of his tax credits or tax band in 2015.