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Overpaid tax 9 years ago. How can I get a refund?

(10 Posts)
MazzleDazzle Tue 31-May-16 14:48:46

I work in the public sector. From 2007-2008 I was significantly overpaid.

I notified my employer immediately, but the overpayments continued. Finally they stopped and I had to wait for them to issue an invoice to pay the money back. This took years.

Anyway, I lost track of how much I'd been overpaid and simply paid the invoice.

It's only just occurred to me that I would have paid tax on the overpayments and I should have claimed it back at the time.

From what I can find online, there's a 4 year limit on tax rebates. Is there any way round this?

IceMaiden73 Tue 31-May-16 16:02:09

I very much doubt there is anything you can do now, it's too long ago

You could try contacting HMRC but I don't think you will get anywhere

zoop1 Tue 31-May-16 16:13:27

It seems very unlikely that you can make a claim eight years on, unless there was a mistake by HMRC or other government department (see www.gov.uk/hmrc-internal-manuals/self-assessment-claims-manual/sacm10040).
You could try phoning them (or writing if you don't have time for a potentially long wait) to check, but I wouldn't be optimistic. www.gov.uk/government/organisations/hm-revenue-customs/contact/income-tax-enquiries-for-individuals-pensioners-and-employees

MazzleDazzle Wed 01-Jun-16 10:40:40

Thank you for those links zoop. It's worth a try! I'm kicking myself for not realising at the time.

It's even more frustrating I did nothing wrong.

dannyboy2999 Thu 02-Jun-16 16:03:55

I recieved a letter from hmrc stating im due tax back and there sending a "payable order to barclays" what does this mean?

ajandjjmum Thu 02-Jun-16 17:12:31

HMRC overcharged my Aunt (in her 80s now) for 20 years after her husband died. Only a couple of hundred pounds a year, but even so. She had all of the paperwork (which she'd filed and not checked!), but HMRC would not refund over 4 years.

Hope you have more luck!

scarlets Thu 02-Jun-16 19:20:01

Did you file Self Assessmt tax returns by any chance OP? If so, claim overpayment relief (check Hmrc website fir details). If not, you've no chance.

Dannyboy - they're sending a cheque directly to your Barclays account. It should be there about 3Weeks from the date of the letter.

dannyboy2999 Thu 02-Jun-16 19:40:40

I dont have a barclays account though? It says sending a payable order to barclays plc. Could that mean instructing barclays to release payment to me?

scarlets Thu 02-Jun-16 22:56:59

I'd call them in the morning to find out where it's gone, dannyboy. If it's been misdirected they can cancel and reissue it, so don't worry.

ChessieFL Tue 07-Jun-16 20:02:04

Mazzle the chances are that you only repaid the net amount back to your employer so you probably haven't lost out. Did you keep a copy of the invoice? Can you ask your employer to check their records of what you paid?

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