Marriage Tax

eddiervp20

So me and my wife have been married for close to 4 years. I notified revenue of our marriage and automatically assumed we would be taxed accordingly.

We had a baby two years ago and she cut back her hours to part-time where as I have worked alot of overtime. I normally get heavily taxed on this but upon speaking to a friend lately he seems to think I am not getting taxed correctly. He told me we need to fill out a form so I can claim her unused tax credits.

I am going to get onto revenue Monday but would I be entitled to any backdated tax that I have possibly overpaid or would this not be correct as I did not ask for her unused credits before now?

Geuze

Have you been doing an annual Form 12 tax return, which generates a P21 Balancing Statement of Liability?

It looks like you haven't.

You can transfer tax credits in your Revenue MyAccount, no need to speak to anybody.

Geuze

You can go back four years, and review your tax, by doing a tax return each year, very easy to do, you probably do it as you claim for medical expenses?

eddiervp20

I don't believe I have,I do have an account online with revenue. I will look into that now. Thank you

eddiervp20

Yes I have claimed back for medical expenses on my tax before. I would guess I cannot claim back for unused tax credits on my wife's behalf though. After reading on revenues page this seems to be the case.

relax carry on

https://www.boards.ie/discussion/comment/118552088#Comment_118552088

If you were jointly assessed in years you claimed health expenses, then both spouses income, tax paid, rate bands and tax credits are taken into account when you filed your return. If there were any unused credits/rate band from either spouse, the system would have reallocated them in the calculation for tax due. Basically, you either already have gotten the benefit of them or there was no benefit to you because there weren't any unused.