How JustAnswer Works:

  • Ask an Expert
    Experts are full of valuable knowledge and are ready to help with any question. Credentials confirmed by a Fortune 500 verification firm.
  • Get a Professional Answer
    Via email, text message, or notification as you wait on our site.
    Ask follow up questions if you need to.
  • 100% Satisfaction Guarantee
    Rate the answer you receive.

Ask bigduckontax Your Own Question

bigduckontax
bigduckontax, Accountant
Category: Tax
Satisfied Customers: 3102
Experience:  FCCA FCMA CGMA ACIS
75394688
Type Your Tax Question Here...
bigduckontax is online now

What is a Form/Letter ref OCA93, please? I have made an OCA91

Customer Question

What is a Form/Letter ref OCA93, please? I have made an OCA91 clim - which is an In-year repayment claim re: a redundancy payment.
Just spoken to HMRC, but 'processing' have sent me an OCA93 is all the information I can get - no 'decision'/'more info required'....but it could take two weeks. Any help gratefully appreciated.
Submitted: 2 years ago.
Category: Tax
Expert:  bigduckontax replied 2 years ago.
Hello, I'm Keith and happy to help you with your question.

Nor do I, as according to HMRC there is no such form! You have claimed a repayment in the year correctly using an OCA91. If they want more information which seems to be the case here it is because they require to know your pay and tax deductions post the payment of your redundancy. If you are claiming or have claimed Job Seeker's Allowance your P45 will have gone into the Job Centre and this has the effect of paying you any overpaid tax on the last Giro at the year end which is but 3 weeks away.

The first GBP 30,000 of your redundancy payment is free of tax.You may find yourself waiting until later in the month.
Customer: replied 2 years ago.

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

Expert:  bigduckontax replied 2 years ago.
What I would recommend is that you write to HMRC point out that your redundancy payment has been incorrectly taxed and that you would like this corrected. Keep the pressure on your tax office. They may well require to self assess for 13/14 after 5 April.
Customer: replied 2 years ago.

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.

Expert:  bigduckontax replied 2 years ago.
Yes, celerity does not appear to form part of MMRC's vocabulary unless, of course, you owe them money in which case you are expected to settle by yesterday teatime!
bigduckontax, Accountant
Category: Tax
Satisfied Customers: 3102
Experience: FCCA FCMA CGMA ACIS
bigduckontax and other Tax Specialists are ready to help you
Expert:  bigduckontax replied 2 years ago.
Thank you for your support. I do hope everything comes out all right for you in the end.

What Customers are Saying:

 
 
 
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C.
< Previous | Next >
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C.
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex
  • Thank you for all your help. It is nice to know that this service is here for people like myself, who need answers fast and are not sure who to consult. GP
  • I couldn't be more satisfied! This is the site I will always come to when I need a second opinion. Justin
  • Just let me say that this encounter has been entirely professional and most helpful. I liked that I could ask additional questions and get answered in a very short turn around. Esther
  • Wonderful service, prompt, efficient, and accurate. Couldn't have asked for more. I cannot thank you enough for your help. Mary C.
  • This expert is wonderful. They truly know what they are talking about, and they actually care about you. They really helped put my nerves at ease. Thank you so much!!!! Alex
 
 
 

Meet The Experts:

 
 
 
  • Sam

    Sam

    Accountant

    Satisfied Customers:

    7088
    26 HMRC expertise, PAYE, Self Assessment ,Residency, Rental Income, Capital Gains, CIS ask for Sam Tax
< Previous | Next >
  • http://ww2.justanswer.com/uploads/TA/Tax Expert/2013-8-21_231010_sam.64x64.jpg Sam's Avatar

    Sam

    Accountant

    Satisfied Customers:

    7088
    26 HMRC expertise, PAYE, Self Assessment ,Residency, Rental Income, Capital Gains, CIS ask for Sam Tax
  • http://ww2.justanswer.com/uploads/BI/bigduckontax/2013-8-12_222058_1.64x64.jpg bigduckontax's Avatar

    bigduckontax

    Accountant

    Satisfied Customers:

    2333
    FCCA FCMA CGMA ACIS
  • http://ww2.justanswer.com/uploads/TA/TaxRobin/2013-8-28_16186_femalebusinessprofessionalbinderhand11038485.64x64.jpg TaxRobin's Avatar

    TaxRobin

    Tax Consultant

    Satisfied Customers:

    524
    International tax
  • /img/opt/shirt.png taxadvisor.uk's Avatar

    taxadvisor.uk

    Chartered Certified Accountant

    Satisfied Customers:

    2845
    FCCA - over 35 years experience as a qualified accountant (UK based Practitioner)
  • http://ww2.justanswer.com/uploads/MS/MsAM/2012-6-9_16426_anna.64x64.jpeg Anna's Avatar

    Anna

    Teacher, writer, biologist

    Satisfied Customers:

    270
    Great research skills, variety of work experiences, teaching experience.
  • http://ww2.justanswer.com/uploads/PD/pdheslin/2012-6-6_232056_pambig.64x64.jpg pdheslin's Avatar

    pdheslin

    Consultant

    Satisfied Customers:

    51
    20+ years of internet site creation and search engine optimization. Dozens of search tools at my disposal.