Advertisement
If you have a new account but are having problems posting or verifying your account, please email us on hello@boards.ie for help. Thanks :)
Hello all! Please ensure that you are posting a new thread or question in the appropriate forum. The Feedback forum is overwhelmed with questions that are having to be moved elsewhere. If you need help to verify your account contact hello@boards.ie
Hi there,
There is an issue with role permissions that is being worked on at the moment.
If you are having trouble with access or permissions on regional forums please post here to get access: https://www.boards.ie/discussion/2058365403/you-do-not-have-permission-for-that#latest

Joint assessment or Seperate

  • 12-01-2020 9:29am
    #1
    sunnyday1234
    Registered Users, Registered Users 2 Posts: 540 ✭✭✭


    Hi All

    I am married for several years and myself and my wife are jointly assessed for tax but we have our own separate financial accounts and pay half of all the bills etc . She is a public servant and i am in the private sector

    I pay large AVC's every month and i was wondering because we are jointly assessed for tax, does she receive some of my tax relief for these ? Also when i submit medical expenses would she receive half the tax relief ?

    This is not a negative situation for us by the way, we are much happier with seperate finances but we both want to make sure its 100% fair also :cool:

    I earn around 80k and she earns around 60k

    Thanks for any help


Comments

  • #2
    bilbot79
    Registered Users, Registered Users 2 Posts: 2,080 ✭✭✭bilbot79


    sunnyday1234 wrote: »
    Hi All

    I am married for several years and myself and my wife are jointly assessed for tax but we have our own separate financial accounts and pay half of all the bills etc . She is a public servant and i am in the private sector

    I pay large AVC's every month and i was wondering because we are jointly assessed for tax, does she receive some of my tax relief for these ? Also when i submit medical expenses would she receive half the tax relief ?

    This is not a negative situation for us by the way, we are much happier with seperate finances but we both want to make sure its 100% fair also :cool:

    I earn around 80k and she earns around 60k

    Thanks for any help

    For your 2 questions are you asking does she get actual cash? For pensions no and for medical relief it would go to whoever made the payments I guess. I don't think the joint assessment will cause such things to be divvied out to both of you


  • #3
    sunnyday1234
    Registered Users, Registered Users 2 Posts: 540 ✭✭✭sunnyday1234


    bilbot79 wrote: »
    For your 2 questions are you asking does she get actual cash? For pensions no and for medical relief it would go to whoever made the payments I guess. I don't think the joint assessment will cause such things to be divvied out to both of you

    No i was asking if her tax bill would be lower becuase our tax credits are shared

    For example if our credits are 50-50 and i submit a medical receipt of 100 euro, will she get half the credit for that even though i have paid the full 100 net myself


Advertisement