Europa Press

Updated Thursday, April 4, 2024-09:34

  • Income Negative or positive result in the Income Tax return: does it mean to pay or return?

  • Draft How to request and modify the draft of the 2023-2024 Income Tax, step by step

  • Economy Retirees from mutual societies can request a refund of overtaxed personal income tax

This year, pensioners

who made

contributions to

labor mutual societies and paid more in

personal income tax

will have to pay attention to this Campaign

. A ruling by the Supreme Court ruled in favor of a retiree from the banking sector who requested that part of his pension, linked to the contributions he made between 1969 and 1979 to the Banking Labor Mutual Fund, not be taxed in his Income Tax returns. Individuals (IRPF).

The Tax Agency recommends these people

"wait" two weeks

to have all their tax data so that they can present the 2023 Income Tax return with all the updated information about their situation.

The union of technicians of the Ministry of Finance (Gestha) points out that if the concept of 'Adjustment for Mutualities-DT2 LIRPF' appears in the tax data of the next Income Campaign of 2023, the reduction will be applied automatically in the declaration.

Otherwise, Gestha points out that it is enough to complete the application form enabled by the

Tax Agency

for rectification.