HMRC Customer Service Issues

Regarding the capital gains tax on the inherited property: My wife received a share of her mother's house, with her father having a right of occupancy due to her mother's will. Her father later moved to a care home and has since passed. As the property is being sold, there are two important considerations: 1) The capital gains calculator typically requests the property's value at the time of inheritance. In this case, it seems reasonable to consider the property value when her father entered the care home, as the right of occupancy would have lapsed at that point, permitting the sale. I would appreciate feedback if there are differing views on this matter. 2) During the tax year of the property sale, my wife's income was around £3,[redacted], well below the tax-free personal allowance of £12,[redacted]. I am inquiring if any capital gains tax due could be offset against the unused portion of the tax-free personal allowance. Thank you for your assistance with these inquiries.

Tax Refund Required: HMRC has deducted additional tax from my salary without my consent, leaving me financially strained. Following job loss in [redacted], I withdrew a portion of my pension, paying tax on it to cover living expenses. Subsequently, I secured a low-paying job in the NHS. Despite previous discussions with HMRC regarding an outstanding tax amount of £[redacted] from [redacted], no formal repayment plan was established. I made two payments from my pension, depleting those funds. With a monthly salary of £[redacted] unable to meet my obligations, including half of a £[redacted] mortgage payment, I am struggling. Your prompt attention to this matter is appreciated. Thank you. Warm regards, Keri M.

We are registered PAYE agents with Techprocess Ltd ID HM9669, overseeing a selection of small, one-person, director-status Limited companies established in [redacted]/04. All companies are currently utilizing the HMRC PAYE r.t.i. program, issuing 'salaries' and small dividends at the end of each tax period, with monthly reports submitted as required, even during periods when no wages were paid. We encountered an issue with one of our clients, Mr. Robert Dalgarno, operating a taxi business known as COUNTESSWELLS CABS Ltd (Company Reg SC [redacted] UTR 1[redacted]37, PAYE Ref: [redacted]/KZ39836). There was a complication in wage report submission that required us to contact the PAYE offices. Following discussions, it was suggested that due to the 'low wages' he's paying, Mr. Dalgarno might not need to be registered or submit wage details unless his wages reach TAX and NIC levels. Although we've maintained Mr. Dalgarno on the r.t.i. scheme record, the current COVID-19 situation brought to light that his PAYE reference has been deleted, hindering his ability to claim FURLOUGH. It appears registering him as an 'employer' anew and setting up new PAYE accounts could resolve this issue. We possess historical payment records, attempted to provide a year-end report, printed a P60 last year, and still have the FAILURE notice in our system, demonstrating the consistency of his situation since his establishment in [redacted]. His trades and wages are detailed in the CT600 annual tax report referencing PAYE Ref [redacted]/KZ39836. We remain puzzled as to why specific instructions were given for Mr. Dalgarno, contrary to our other clients, but followed the guidance nonetheless. Could someone assist in reinstating our records to ensure continuity for both parties involved? Thank you, Joan DM Wheeler.

My mother-in-law passed away in November [redacted]. My wife and her brother are the executors, and I have been handling all the financial matters through my wife. Everything has been taken care of except for the final tax return. I have all the necessary information prepared. Unfortunately, my brother-in-law's name is on the tax return forms instead of my wife's. Can these be changed to my wife's name? She has filled out forms as Power of Attorney for her mother in previous years. Regarding the Personal Details section on Page 1 of the return, should it be my mother-in-law's details or my wife's? Thank you. - A. Misselbrook

I am Mrs. Kathryn Brown residing at JE2 6FX. I am reaching out because I am experiencing difficulties filling out my tax return form due to not having a National Insurance number. Being a resident of Jersey, Channel Islands, and never having worked in England, I have not been issued this number. I have made multiple attempts online through various platforms like the Post Office and Digital Identify using my Barclays credit and debit card numbers, passport, and driving license for verification, but it seems impossible due to my Jersey residency. When I try to contact officials via phone, I am unable to speak with anyone. The automated messages advise me to wait for up to 3 months. This has been a recurring issue over the past 3 years. I have successfully dealt with this in the past by explaining my situation over the phone regarding my tax return and my husband's, who has a National Insurance number due to working in England. Despite my efforts, I am left without a solution and no one willing to provide me with a National Insurance number. Your prompt assistance in this matter would be greatly appreciated. Thank you for your attention to this ongoing issue. Kind regards, Kathryn Brown.

I recently watched an HMRC webinar about the self-employed grant, but it left me with more questions than answers. I recently applied for universal credit as a self-employed individual. During the webinar, they mentioned that applying for universal credit may affect my eligibility for the self-employed grant in June. They emphasized that tax credits will stop the day before applying for universal credit, and once you switch to universal credit, you cannot return to tax credits. I am unsure if this means I am no longer eligible for the grant. I still report all my self-employed income to universal credit for the [redacted]/[redacted] period, so technically, I should be eligible for the grant. The webinar has left me confused. Can someone clarify this for me?

I have noticed that income tax is being deducted from my pension, with my tax code changing from 340T to BR. Currently, I am below the threshold for both of my pensions, one being £9,[redacted].06 and the other, which is being taxed, at £3,[redacted].27. My personal allowance is £12,[redacted], and with the married allowance, it should be £13,[redacted]. I am questioning why the tax code changed and my personal details are as follows: Derek Russell O'Boyle, residing at 30 Chevin Drive, Filey, YO14 0DH, with the national insurance number WK953398A and date of birth 9/1/60. I submit a self-assessment each year due to my shares and dividends. I understand that my tax situation might change at the end of the year, but I won't know until I submit it before 31st January [redacted]. I am open to receiving your response via email. I have two pensions this year: Bedfordshire Pension Fund (£9,[redacted].06) and Equinity Paymaster (Royal Navy) (£3,[redacted].27). When checking my tax account, I couldn't find my married tax allowance included. I would appreciate it if you could also investigate this matter. Thank you and kind regards.

I recently started maternity leave, and my employer calculated my average earnings for payment. When the calculation was done, I was part of the childcare voucher scheme through salary sacrifice. I later informed my employer that I was leaving the scheme due to my husband switching jobs, making us ineligible to use both schemes simultaneously. My employer stated that childcare vouchers would not be included in my average earnings calculation since they are not subject to National Insurance. Exiting the scheme reduced my gross pay by £[redacted] monthly. This situation would double my childcare costs if nurseries reopen, as my income would decrease by the value of the vouchers without actually receiving them, and I would have to pay for childcare from my net pay. HMRC's usual policy is not to put individuals at a disadvantage; normally, childcare vouchers are added to maternity pay. Should my employer consider adding the £[redacted] gross monthly amount back to my pay to prevent me from being penalised during my pregnancy?

I recently received a letter regarding a tax refund request. The letter instructed me to complete a tax return to proceed with the refund processing. It mentions a separate notice to file a return will be issued and directs me to Gov.Uk to register for the return. The letter suggests that contacting the office with my national insurance number and a daytime telephone number can expedite the process. Despite my attempts to call, the lines were busy, and I was advised to try again later. I am uncertain if I should file a self-assessment form online as the response indicated it might not be required. Should I wait for the "File a return" letter to arrive as mentioned in the correspondence?

Each year I receive income from three different sources. Firstly, I receive income from a St. James Place private pension through income drawdown. Secondly, I receive a monthly payment from Arcadia, a previous employer. Lastly, I also receive a monthly payment from BAE Systems, another previous employer. Over the past two years, I have managed to keep my income below the tax payment threshold of £12,[redacted] to avoid paying taxes. However, recently my tax code has changed, resulting in an unexpected tax deduction of £31.80 from my monthly BAE Systems pension. I fear this change may impact my Arcadia pension as well. As my income is below the taxable threshold due to stopping work following an accident, I kindly request to have my tax code adjusted back to its previous status to avoid unnecessary tax deductions. Thank you.

I am looking to become a non-resident in the UK as I plan on moving to Portugal before the end of the year. In order to ensure we follow all the necessary steps correctly, could someone provide me with a checklist of what needs to be done first and at what time? 1. Prior to leaving, should we inform HMRC by: a) Completing the P85 form to notify them of our departure? b) Submitting a Self Assessment tax return for the year starting April 5th, [redacted] before leaving or after becoming residents in Portugal? c) Filling out the "residence section" (Form SA109) and "property section" (Form SA105) of the tax return? 2. Would spending [redacted] days a year in Portugal make me a non-resident? 3. Since we own 4 rental properties in the UK, does that affect our status as non-resident taxpayers? I have read conflicting information, and would appreciate clarification on these points. Thank you.

I have been facing issues with the Universal Credit payments from HMRC resulting in an 80-day gap without any funds. Last received payment was on 11th March through a cheque for redundancy from my previous employers. Despite providing clear documentation, including a P45 from HMRC, a cancelled meeting at the Jobcentre on 27th March led to confusion. A generic payslip from my previous employer on 27th March caused HMRC to believe I had received a payment when I hadn't. As a result, I have not been paid since 12th March, causing significant financial strain for about 80 days or 11 weeks. The assessment period for UC is between 24th March and 25th April, during which this discrepancy occurred, but no one seems willing to address or rectify this error.

I started working for Summit Recruitment in late February [redacted]. Due to COVID-19, the company closed, and I was instructed to apply for the 'New Style Jobseekers Allowance'. My employer requested me to send a message giving consent to alter points in the contract during the furlough period. I am unsure of my current employment status in your system and whether I should continue receiving the New Style Jobseekers Allowance. Thank you and I await your response.

I recently experienced a change in my taxable income, resulting in a tax deduction from my pension provider erroneously. Despite correcting my personal tax account details over the phone in February, they still haven't been updated accurately; it still reflects me as employed when I've been economically inactive since the beginning of [redacted]. I was informed that my pensionable incomes were low enough not to incur tax until November. However, my pensionable income increased as of April 1st, leading to tax deductions from one of my pension providers, although I shouldn't be paying any tax at this time.

I am seeking clarification regarding taking on additional employment while on furlough. I am considering a commission-based job selling skincare products. My employer's furlough agreement mentions not taking on any other paid work. However, from what I read on government website, it seems additional work is permissible with employer permission. I want to ensure compliance with the job retention scheme rules. I have some spare time and was considering this second job before the current situation. Can I proceed legally with this opportunity?

1. I recently set up a new Government Gateway User ID for accessing my taxes. I can log in and see my PAYE details, but I encountered an issue when trying to access Self Assessment as it requires a different User ID. I need to have this updated so I can use my new User ID for all tax services. 2. My tax code has been altered multiple times in the past 2 years, leading to confusion. There is a mistake regarding the valuation of my medical insurance benefit in kind due to a recent package change. I need to rectify this error now instead of waiting for my self-assessment next January. 3. I have been made redundant as of April 30, [redacted], and will receive a redundancy package (PILON) in May followed by my AstraZeneca pension. I want to ensure that I am not taxed incorrectly due to these changes at the beginning of the new tax year.

Due to the impact of Covid-19, I have been out of work since I used to work in a pub. I believed I was eligible to receive 80% of my income, but I faced difficulties with providing the necessary documentation to my universal credits due to my phone breaking. Despite thinking I needed to send an email, I later discovered it wasn't necessary. Unfortunately, without the letter, it seemed like I was intending to claim benefits, resulting in not receiving the 80% support. Currently, I am solely relying on universal credits, which I have been receiving since December [redacted]. However, my payments have not increased despite informing them of my employment status.

Due to the impact of Covid-19, I found myself without employment from my job at a pub. I believed I was entitled to a certain percentage of support, but encountered a setback when I couldn't provide a letter to inform my universal credit office due to my broken phone. The confusion also caused a miscommunication with the accounting service. Unfortunately, this situation led to a misunderstanding that I was intending to claim benefits when I was merely in need of assistance. Despite actively receiving universal credits since December, I haven't seen an increase in financial support.

Hello, my name is Patricia, and I am employed by Cordant Cleaning Company. On March 4th, there was an error where a payment was mistakenly linked to my name from another company, G Ltd [redacted]. This is incorrect, as I only received one payment from Cordant Cleaning on that day. The system shows two payments made on March 4th, causing confusion and affecting my payment records. My boss informed me that HMRC is responsible for correcting this issue and removing the inaccurate payment linked to G Ltd [redacted]. He is willing to provide any necessary information, proof, or contact details to resolve this. I kindly request that the payment associated with G Ltd [redacted] be removed from the system under my name. Due to the current situation with the virus, I am unable to reach anyone by phone, so I would appreciate a response via email. Thank you.

Hello, I’m Patricia. I work 15 hours a week for Cordant Cleaning and also have a caregiving role. On March 4th, there was an issue with the system showing a payment from G Ltd [redacted], which my boss confirmed was a mistake by HMRC. This caused a double payment flag for me, and I haven’t been paid for it. Until the incorrect entry for G Ltd [redacted] is removed from the system, I won’t receive the correct payment from Care Allowance. My boss is willing to provide any necessary information to rectify this, so kindly remove the erroneous entry from the system as soon as possible. Thank you for your attention to this matter.