Hi Keith - they have all information about in-year 2013/2014 paid employment income; benefits (nil); interest; divis; expenses etc. I provided this on the OCA 91 form. I could not claim JSA, because I did not pay a full two years worth of NI (had prev been made redundant in Spring 2012). Prior to that c. 30 years of NI paid without a blip...but such is 'the system'...! The issue is - they indeed use this OCA91 data and calculated a tax refund and sent it to me - but this was for 'usual' overpaid tax outwith the redundancy amount. They did not allow 0% tax rate on the redundancy payment which is c.£28k. - it was lumped in with 40% calc. In a call last week - the girl at HMRC totally got my point, that the whole point was to claim the tax back on my lump sum, and referred it back to "Processing" area of HMRC. I looked all over HMRC site and Google but could not see reference to an OCA 93 - thus my question, which I guess remains unanswered. I guess I will just have to be patient and wait for their letter. Thanks, XXXXX XXXXX
Yes - I was going to do this, but was told I would only be sent a form OCA91 to complete. I think I'll just await their letter. If it is a 'more info' letter - then I will go to print, as they have made a significant error and need to correct, post-haste. Although I don't think 'post-haste' is in their vocabulary! Yes - the closer we get to 5/4/14 - the more accurate this will all be.