Thank you for your feedback.

Was this useful?

PTP TR - Excluded income not being given for non resident when MCA claim is present

Article ID
kba-03714
Article Name
PTP TR - Excluded income not being given for non resident when MCA claim is present
Created Date
12th December 2019
Product
Problem
Where there is a non-resident taxpayer and either they or their spouse or civil partner was born before 6 April 1935 and there is a claim for MCA then the calculation is not excluding the MCA or setting the calculation type to non-resident which would exclude certain income types from the taxpayer’s total income. When the MCA claim is removed the S811 calculation is applied as expected.
Resolution

Where the S811 calculation would be more beneficial then the MCA claim can be removed (it is ignored when the non-resident calculation applies) and reference to the marriage/civil partnership detailed in the Additional Information space. This issue is due to be fixed in the April 2020 release.

Thank you for your feedback.

Was this useful?