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  2. Tax credit overpayment - Wikipedia

    en.wikipedia.org/wiki/Tax_credit_overpayment

    Annualised taxation calculations Because entitlement to tax credits depends on the level of income received for the tax year it is being paid, the true award cannot be finalised until the end of that year, as such all payments are ‘provisional’ until an end of year calculation. The result is that an overpayment can be discovered at the end ...

  3. Tax returns in the United Kingdom - Wikipedia

    en.wikipedia.org/wiki/Tax_returns_in_the_United...

    A Self Assessment (SA100) tax return. In the United Kingdom, a tax return is a document that must be filed with HM Revenue & Customs declaring liability for taxation. Different bodies must file different returns with respect to various forms of taxation. The main returns currently in use are: SA100 for individuals paying income tax; SA800 for ...

  4. Test Claimants in the Franked Investment Income Group ...

    en.wikipedia.org/wiki/Test_Claimants_in_the...

    HMRC was not unjustly enriched by a payment to discharge a tax liability because the tax liability must have been due under the statute. Even if HMRC was enriched by the value of the claimant's forgone tax relief credits, and even if the gain would not have been made but for the claimant's use of the relief, HMRC did not gain at the FII Group's ...

  5. HM Revenue and Customs - Wikipedia

    en.wikipedia.org/wiki/HM_Revenue_and_Customs

    At the end of March 2009, HMRC was managing 20 million 'open' cases (where the department's systems identify discrepancies in taxpayer records or are unable to match a return to a record) which could affect around 4.5 million individuals who may have overpaid in total some £1.6 billion of tax and a further 1.5 million individuals who may have ...

  6. Tax Credits or Tax Deductions: Which Will Save You More? - AOL

    www.aol.com/tax-credits-tax-deductions-save...

    How a tax deduction affects your refund depends on your tax bracket because a tax deduction only reduces your taxable income. Tax brackets are the seven layers of income to which a particular tax ...

  7. IRS fix for a tax refund ‘trap' is not a permanent solution ...

    www.aol.com/finance/irs-fix-tax-refund-trap...

    The IRS receives around 3 million amended tax returns annually, according to a new release by the agency on February 9, 2023.Taxpayers who amend taxes could be retroactively claiming a refund or ...

  8. Tax refund shock: Why less money back is expected in 2023 - AOL

    www.aol.com/finance/tax-refund-sticker-shock...

    As well, the child and dependent care tax credits — which bumped to $8,000 for one child and $16,000 for two or more children in 2021 — are also now back down to the standard $3,000/$6,000 caps.

  9. Tax return - Wikipedia

    en.wikipedia.org/wiki/Tax_return

    A tax return reports income, expenses, tax payments made during the year and other relevant information to the taxing authority. It helps to determine whether a tax refund is due. This will depend on whether a person has overpaid on taxes, or was late in paying tax for previous years. [3]