SA100 : How do I enter a claim for Marriage Allowance Transfer (MAT)?
To enter the Marriage Allowance Transfer claim you will first need to amend your Personal Details to include your Spouse/Civil Partner details. Ensure you click 'Yes' to the box stating 'DO YOU INTEND TO CLAIM MARRIAGE (TRANSFER) ALLOWANCE OR MARRIED COUPLES ALLOWANCE (DOB PRE 06/04/1935)? IF SO PLEASE CHOOSE YES BELOW?' This is where you'd fill in your spouses personal details.
The response to the question results in HMRC adjusting the filed self-assessment return to reflect the transfer claim.
No change in the calculation of tax on your return is visible other than the response itself. When you return has been received by HMRC they will then validate the claim and adjust your tax calculation accordingly.
Please note: You must first make a claim via the HMRC website at https://www.gov.uk/apply-marriage-allowance
1. After you have amended your personal details to include your spouse/civil partner and filled in all of your sources of income and expenses, click 'SAVE' then 'CONTINUE'
2. Click 'YES' at the top of the screen to indicate that you are ready to file
3. Once you reach the 'Almost there' page, scroll down till you find the questions pictured below. Ensure you answer 'Yes' to the first one, and then answer the remaining according to your own circumstances
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