I transferred the married couple tax allowance (£1260 pa) to DH (works FT) after Covid when my earnings and pension fell below the £12750 personal allowance. It's a tiny private pension of £103 per month. In January I turned 66 and started getting state pension too. In April the £103 dropped to £72 - turns out it's being taxed because my income is now over the personal limit. I changed the marriage allowance back to me (online) but it says this won't take effect until April next year. So it'll be about £370 I've overpaid. Not a huge amount but means a lot to me. It seems so petty to tax my tiny pension! Will I be able to claim the £370 back next tax year?
I was hanging on the phone over an hour to HMRC so I gave up. Their website doesn't say. Many thanks if you can help.