My husband died 5 years ago and recently his former employer got in touch to say that my children were entitled to a dependents bereavement pension up until they finished full time eduction (they all are at university/school). They received backdated payments for each year since his death. However this amount was paid and taxed in one lump sum this tax year. Because they were at university and not earning I phoned HMRC to enquire if they could be refunded the tax which was deducted for all the previous 5 years.
I got a really helpful man who helped me to do this and took me through the complicated steps. It took 2 hours! He said that my twin daughters would receive a cheque for the back tax for the previous 5 years. One did receive a cheque and one didn’t.
I called up last week and got the most unhelpful woman who ended up telling me that the daughter who got the check shouldn’t have and this would now be taken back from her salary in her new job which she started this month.
The other twin I was told again would not get it back because she too had started a new job this month.
I argued until I was blue that the previous advisor had taken me through the whole process and said they were entitled to get the accrued tax refunded using Form EIM 74103 because they shouldn’t have been taxed because they had not earned anything. He even helped me to fill in the forms but this woman said he wouldn’t have done that!!!
She ended up putting the phone down when I persisted in asking her to justify why they shouldn’t get the tax back.
What are people’s thoughts please? The tax amounts to £1000 which is a lot of money for the girls and would be really useful.
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