Income tax return

Sunrise_Sunset · 06-01-2023 10:55am

https://www.boards.ie/discussion/comment/120071752#Comment_120071752

Money was in my account. Very fast service. However, like many of you, I did not receive the full amount of my health expenses. I just went in to re-submit the balance of 500 euros of expenses. Note to others to check your SOL and ensure you're being refunded the right amount.

Peevoy · 06-01-2023 11:25am

https://www.boards.ie/discussion/comment/120072956#Comment_120072956

When did you apply for your refund.

Peevoy · 06-01-2023 11:28am

My SOL is available dated 5th. Money isn't in though.

Sunrise_Sunset · 06-01-2023 1:24pm

https://www.boards.ie/discussion/comment/120073126#Comment_120073126

Applied on the 3rd. SOL and refund in my account on the evening of the 5th. SOL was dated the 4th though.

McBain11 · 06-01-2023 9:43pm

I wonder if anyone can help me here, or had similar situation regards their 2022 SOL. I got 2 SOL over the past 2 days. Yesterday I got a SOL stating I was due a refund of around 600 euros (roughly the amount I expected with the rent credit etc).

Today, I got a 2nd SOL stating I had an underpayment of around 200 euros. In this SOL the refund of 600 euros has been added to the income, and seems to be getting taxed. I'm guessing this second SOL is a mistake - has anyone else encountered similar?

gipi · 06-01-2023 10:02pm

https://www.boards.ie/discussion/comment/120073143#Comment_120073143

Same here - applied on 3rd Jan, SOL showing refund amount dated 5th Jan, nothing in my account as yet.

Sunrise_Sunset · 07-01-2023 8:39am

https://www.boards.ie/discussion/comment/120073712#Comment_120073712

I had to resubmit again as not all of our health expenses were taken into account. Resubmitted 06th. Received new SOL today 07th, dated 06th. Money not in yet but due to it being the weekend, it should be early next week.

gipi · 07-01-2023 11:12am

https://www.boards.ie/discussion/comment/120076553#Comment_120076553

Update: Refund is in my account, dated for Monday. Got exactly what I was expecting.

Well done Revenue Commissioners for the speedy turnaround of claims.

Rulmeq · 07-01-2023 12:47pm

I'm not sure if this is the correct forum to ask on, but I'm doing up my form11 now, and I can't see the new Rent Tax relief on there. Am I missing something, or is this not available on the Form 11, and I need to claim it another way?

nhg · 07-01-2023 4:30pm

https://www.boards.ie/discussion/comment/120078026#Comment_120078026

Not available on Form 11 until after the end of January as far as I know

Peterk88 · 09-01-2023 9:05pm

Got my SOL last Thursday evening any idea when payment hits the account ? Is it 2 or 3 working days or more ?

relax carry on · 09-01-2023 9:24pm

https://www.boards.ie/discussion/comment/120087630#Comment_120087630

On page 1 of your SOL, does it say the refund will be issued to your bank account? If so, then you are looking at 2 to 5 days.

Peterk88 · 09-01-2023 9:36pm

Hi yes to the bank account thanks

limos · 10-01-2023 7:49pm

Anybody know which would be best for me, my wife earns 17k carers allowance as she now carers for my daughter and my father but my tax credits have plunged and my cut off point has been reduced. What I would like to know is is it better to get a increased cut off point or stick with the home carers tax credit, I really is not worth her while claiming at this rate. I dont know what to do

gipi · 10-01-2023 7:51pm

https://www.boards.ie/discussion/comment/120087630#Comment_120087630

I got my SOL last Thursday, refund was in my account yesterday.

siblers · 10-01-2023 10:10pm

How does the 2023 rent credit work? Do you just pay 500 euro in less tax in 2023 spread over the year?

relax carry on · 10-01-2023 11:19pm

Yes if claimed during the active tax year just like any other tax credit you can claim during the active tax year. If you don't claim it during the active tax year, again just like any other credit, you can claim it via your annual tax return and you'll get a lump sum form Revenue assuming you are due a refund.

siblers · 10-01-2023 11:42pm

https://www.boards.ie/discussion/comment/120092456#Comment_120092456

Makes sense, thanks

Nearly tempted to wait until next year to claim it. That lump sum is a god send this time of year

Calculator123 · 11-01-2023 8:27pm

Looking for direction.

I have completed an Income Tax return via ROS the last few years. I have recently had a new tax credit applied to my tax credit certificate and as a result understand I can get a refund for last four years. I don't seem to be able to use the same mechanism of requesting a p21 statement of liability via revenue.ie (says I can't because I'm registered for Income Tax) and can't see an equivalent mechanism on ROS.ie

How do I go about claiming this refund for each relevant year?

relax carry on · 11-01-2023 9:34pm

https://www.boards.ie/discussion/comment/120096003#Comment_120096003

You amend your tax returns on ROS the same as you would on Revenue MyAccount. You'll have to login to ROS and amend each return separately.

Calculator123 · 11-01-2023 9:36pm

Thanks. I'll give that a go. I couldn't see any option to amend but it must be somewhere.

LoopyLou17 · 16-01-2023 10:44am

Anyone have any sense of timeframes at the moment for tax returns? I know from comments above, the first week Jan was a very quick turnaround but I'm wondering has it slowed / got busier in the last week? I submitted mine on Friday 6th and havent heard anything since... really hoping they're just busier and therefore slower, and not that I'm getting audited or something...

scabo33 · 18-01-2023 6:24pm

Hi everyone

Would appreciate any advice. When filling out form 11 for 2022 it’s saying we can’t proceed without filling out certain sections, but those sections are all greyed out in personal details.

we usually do a SOL but this year Becuase of share options we have to do a form 11

Faith · 19-01-2023 5:35pm

Could someone please explain the WFH tax relief? I'm not sure if our refund is correct.

The preliminary assessment put my husband at about a E200 overpayment and me at a 62c underpayment. We claimed for e850 in medical expenses, and my husband has worked at home full time all year. But we only got a calculation of e369.86 due when we submitted our tax return, which would be roughly the health expenses and the overpayment, but not the WFH credit. We got e500 back last year when we couldn't claim the WFH benefit.

I didn't upload receipts because I thought they were optional, but could it be that the WFH credit wasn't added? By my calculations, that should be worth a fair bit on itself. How can I confirm whether the WFH refund was included? I'm quite new to this whole process because I worked abroad for years and last year was my first time doing it.

relax carry on · 19-01-2023 10:36pm

https://www.boards.ie/discussion/comment/120130550#Comment_120130550

Is it on the pdf statement of liability you received? The calculations are on page 1 and the tax credits used are on page 2.

Wexy86 · 19-01-2023 10:37pm

I just got my SOL and my WFH and medical expenses were omitted.

Last year same was noted on panel 3, page 2 for me.

just opened up an enquiry to see what happened as to why not paid.

gipi · 19-01-2023 10:43pm

https://www.boards.ie/discussion/comment/120114793#Comment_120114793

Mate of mine submitted returns for 3 years on Monday 9th. Three SOLs were ready by the end of last week, and he also got a refund earlier this week.

pizzahead77 · 24-01-2023 4:55pm

https://www.boards.ie/discussion/comment/120132145#Comment_120132145

You have to upload the receipts for Electricity, Heating and Broadband and the total amount for each bill and the amount share) paid by the person and when you submit them all you need to enter the total number of days worked from home (ie 365 less weekends/public holidays/annual leave/sick days etc). This will calculate the total amount that can be claimed and then the credit granted is 30% of this

costacorta · 24-01-2023 7:45pm

https://www.boards.ie/discussion/comment/120114793#Comment_120114793

I sent in my medical expenses 4th jan and have heard nothing and they are all uploaded but don’t seem to have been looked at yet .

LoopyLou17 · 01-02-2023 5:43pm

https://www.boards.ie/discussion/comment/120152718#Comment_120152718

Thanks - I'm still waiting... you? taking forever! it'll be 5 weeks this Friday

LoopyLou17 · 01-02-2023 5:43pm

https://www.boards.ie/discussion/comment/120188388#Comment_120188388

sorry, 4 weeks!

costacorta · 01-02-2023 6:55pm

https://www.boards.ie/discussion/comment/120188391#Comment_120188391

Got mine last Saturday morning I seen over 2k in my account and wife received over 1k so she is off shopping 🛍️🤣

LoopyLou17 · 02-02-2023 10:49am

https://www.boards.ie/discussion/comment/120188712#Comment_120188712

Nice!! Glad to hear it, I'm still waiting (submitted mine 2 days after you), but I'm due over 2k as well from health expenses so maybe we were just in the larger refunds pile that takes a bit longer. thanks for the update!

jessshel · 25-09-2023 8:51am

I received statement of liability on the 19th for three years refund. Rang today and they said they have been randomly selected for review by a manager and they don’t know how long it’s going to take before it’s released. Anyone have any experience with this?

25-09-2023 5:00pm

Could be a few days, could be a week or 2. Revenue are extremely slow at the moment.

https://www.boards.ie/discussion/comment/121153648#Comment_121153648

jessshel · 26-09-2023 12:26pm

They got back to me and said they have been cleared so hopefully will receive in a couple of days 🙏

mardosoo · 04-10-2023 10:14am

The time it takes to receive your overpayment of tax back can vary depending on several factors, including the tax authority you're dealing with, the method of application, and the volume of requests they are currently processing. In many cases, it typically takes a few weeks to a few months to receive a refund for overpaid taxes.

To get a more specific estimate, it's advisable to check with the tax authority in your jurisdiction or review any communication they have sent you regarding the processing time for your refund. They often provide information on the expected timeline for handling such requests.

If you applied for the refund online or through an electronic system, the processing time may be shorter compared to paper applications. However, if there are any discrepancies or issues with your application, it could potentially delay the refund process.

In any case, it's always a good idea to keep track of your refund application and reach out to the tax authority if you have any concerns or if the refund is significantly delayed beyond the estimated processing time.

beneathasteelsky · 30-11-2023 6:15pm

If myself and spouse are jointly assessed and PAYE. How can I add their health expense 20% claims? ROS does not seem to give that option (only allows my health expense tax credits to be claimed)

Jim_Hodge · 30-11-2023 9:55pm

https://www.boards.ie/discussion/comment/121439003#Comment_121439003

Enter your joint expenses in the space provided under yourself.

nhg · 30-11-2023 10:01pm

https://www.boards.ie/discussion/comment/121439003#Comment_121439003

Health Expenses are a 20% tax relief given as a tax credit.

As a PAYE Taxpayer you must claim the tax relief on Health Expenses through your eForm 12 on MyAccount (not ROS) in the tax year in which you incurred the Health Expense i.e. a receipt dated 21.06.2019 must be claimed through the 2019 eForm 12.

31st December 2023 is the last date in which you can submit or amend an eForm 12 income tax return for 2019 for processing.

Income tax return

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