When/how do you get overpaid tax back?

When/how do you get overpaid tax back?

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MitchT

Original Poster:

15,874 posts

210 months

Saturday 14th May 2016
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In the 2015-2016 tax year the OH paid 40% tax on about £4k of her income, but left her job to take some time out early enough during the tax year to not actually earn enough in that tax year to incur 40% tax, so 20% of £4k is effectively due to be refunded, right? Are HMRC supposed to send a refund (and if so, when will it come) or does she needs to chase it?

A quick Google suggests that she needs to fill in a claim form and send it off with her P45 to HMRC, but she doesn't have her P45 as she since started a new job and gave it to her employer, so her P45 should already be with HMRC.

MitchT

Original Poster:

15,874 posts

210 months

Sunday 15th May 2016
quotequote all
Thanks all. She tells me she had three parts to her P45. One went to her new employer to pass on the HRMC and she still has the other two.

As far as phoning HMRC is concerned ...

Been there and done that when she was given D0 as her tax code when it should have been 1100L. Painful process during which she was asked a series of questions by a computer which then told her they were too busy and hung up on her, so hoping to avoid having to contact them by phone.

MitchT

Original Poster:

15,874 posts

210 months

Wednesday 27th July 2016
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The answer to this question arrived today in the form of a fat cheque! She didn't do anything in the end - it just turned up of its own accord.