SA100 Marriage Allowance: How do I make 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
Related Articles
How Do I Transfer My Partner's Personal Allowance?
Click SAVE & CONTINUE Select the 'YES' radio button to indicate that your partner has made an election to transfer their personal allowance to you You need to ensure that your spouse's/civil partner's details have been entered in the Personal ...SA109 : How do I add a Personal Allowance if I am Non Resident? Can I claim the Personal Allowance?
If you are Non Resident and entitled to claim the Personal Allowance, you need to claim this in the Residency pages. You need to go into the Residency Page, then click EDIT, then click on the Personal Allowances Tab and complete the relevant boxes ...SA109 RR 2 Box 16: How do I add a Personal Allowance if I am Non Resident? Can I claim the Personal Allowance?
If you are Non Resident and entitled to claim the Personal Allowance in Box 16, you need to claim this in the SA109 Residency pages. 1. You need to go into the Residency Page, then click EDIT, 2. then click on the Personal Allowances Tab and answer ...SA109 RR 2 Box 15: How do I add a Personal Allowance if I am Non Resident? Can I claim the Personal Allowance?
If you are Non Resident and entitled to claim the Personal Allowance in Box 15, you need to claim this in the SA109 Residency pages. 1. You need to go into the Residency Page, then click EDIT, 2. then click on the Personal Allowances Tab and answer ...SA101 Ai3 Box 9: How do I add my Date of Marriage?
To add your Date of Marriage, please follow the steps below: Go into the Personal Details Page: Scroll down and complete the Marital Status and Date of Marriage Boxes: Tick that you intend to make the claim and then enter your spouse/civil partner's ...