applying for a refund?

killanena

Hey, I know little to nothing about how taxes work and how to go about applying for a refund as my situation has changed a lot sense I started working nearly 4 years ago. According to my payslips I get deducted tax, PRSI and USC. I've made a myrevenue account and waiting on a letter with my temporary password.

So what's changed?
Well I've moved out of my parents in 2015, became a father in 2016 and live with the mother who isn't currently working and hasn't worked sense we moved in together.

I think I'm being over taxed based on these changes. How do I go about finding out if I'm entitled to be taxed less and to see if I can get a refund?

Sorry to most of you this is probably very simple stuff as far as taxation goes :P

relax carry on

killanena wrote: »

Hey, I know little to nothing about how taxes work and how to go about applying for a refund as my situation has changed a lot sense I started working nearly 4 years ago. According to my payslips I get deducted tax, PRSI and USC. I've made a myrevenue account and waiting on a letter with my temporary password.

So what's changed?
Well I've moved out of my parents in 2015, became a father in 2016 and live with the mother who isn't currently working and hasn't worked sense we moved in together.

I think I'm being over taxed based on these changes. How do I go about finding out if I'm entitled to be taxed less and to see if I can get a refund?

Sorry to most of you this is probably very simple stuff as far as taxation goes :P

There's nothing in your post above to suggest any real impact on your taxation.

If you have been swapping jobs constantly over the last few years there may be some element of over/under taxation there. If you've been in n the same job for the last number of years, your tax should be worked out correctly meaning a refund would be unlikely.

The only thing I can think of that may result in some sort of a refund for you, is claiming tax relief on helath expenses for the last number of years.

Make some health expenses claims for the late number of years online to see if anything is due. At the same time Revenues systems are checking if a refund is due for the health expenses, they will also check to see if your were overtaxed in the years you are reviewing anyway.

wiggle16

The trouble is that you haven't mentioned anything at all that would indicate you might be due a refund of tax. The idea behind getting a refund of tax is that you paid too much tax in a particular year. This can happen if, as mentioned above, if you changed jobs during the year, if you were out of work for any amount of time, if you are entitled to a credit you might not be claiming or aware of, etc. The changes in circumstances you described are not relevant to your tax liability.... basically, if you got a refund, it would not be due to the changes you have mentioned.

A list of credits, including health expenses, is available here: https://www.revenue.ie/en/personal-tax-credits-reliefs-and-exemptions/index.aspx

If you believe you are entitled to a credit, you can claim it by completing a Form 12 on your myAccount for each of the last four years. Do read the qualifying conditions carefully to make sure you are in fact entitled to it.

killanena

OK, thank you both for your responses. Just one more question.

Can I claim my partners tax credits as she is not working or do we have to be married. We are cohabiting for 2+ years now.

Stheno

killanena wrote: »

OK, thank you both for your responses. Just one more question.

Can I claim my partners tax credits as she is not working or do we have to be married. We are cohabiting for 2+ years now.

You have to be married