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TonyTax
TonyTax, Tax Consultant
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Experience:  Inc Tax, CGT, Corp Tax, IHT, VAT.
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I am currently in receipt of Incapacity Benefit, DLA, and a

Resolved Question:

I am currently in receipt of Incapacity Benefit, DLA, and a private military pension, the total of which does not amount to anywhere near £9000.
I am currently paying tax on my pension.
Can u tell me if I should be paying any tax if my income is less than what the government deemed a person had to be in receipt of before tax was payable.
thankyou
Submitted: 2 years ago.
Category: Tax
Expert:  TonyTax replied 2 years ago.

Hi.

Can you tell me when you started to receive Incapacity Benefit and your date of birth please. Have you only recently started paying tax? Do you know what tax code is being used against your pension?

Customer: replied 2 years ago.

I started to receive incapacity benefit in 2001.

I started paying tax immediately I received my military pension sometime in 2008, cannot remember the date.

my dob is 29/4/52

Expert:  TonyTax replied 2 years ago.
Thanks.

Leave this with me while I draft my answer.
Expert:  TonyTax replied 2 years ago.

Hi again.

If you look here, you will see that Disability Living Allowance is not taxable.

If you have been in receipt of Incapacity Benefit (formerly Invalidity Benefit) since before 12 April 1995 for the same long term incapacity, it is not taxable. If you started receiving it after 12 April 1995, it is taxable after the first 28 weeks I'm afraid.

You should not be paying any tax if your total taxable income is £10,000 or less annually. As yours appears to be £9,000, you should call the tax office on the number here and ask them to review your tax coding for the current tax year 2014/15 and to amend it to 1000L (£10,000 personal allowance).

As you appear to have been paying tax since 2008, you should ask the tax office to review your tax position for each of the tax years 2008/09, 2009/10, 2010/11, 2011/12, 2012/13 and 2013/14. They may tell you are out of date for tax years prior to 2009/10 as you will read under the heading "Making a claim - previous tax year" here but its worth a try. The tax allowance for 2009/10 and 2010/11 was £6,475, for 2011/12 it was £7,475, for 2012/13 it was £8,105 and for 2013/14 is was £9,440.

I hope this helps but let me know if you have any further questions.

Customer: replied 2 years ago.

Thank you for answering my question. In view of your response I shall get in touch with my local tax office as I now believe I have paid tax for the last 6yrs wrongly.

thank you Tony. Excellent work.

Expert:  TonyTax replied 2 years ago.
Thanks and good luck.
TonyTax, Tax Consultant
Category: Tax
Satisfied Customers: 15763
Experience: Inc Tax, CGT, Corp Tax, IHT, VAT.
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