See in the mailbox a Treasury letter For most people, it means fear, panic, terror and other synonyms. However, from time to timethe agency contacts taxpayers to give them good news.
This is what is going to happen soon to thousands of retireeswho will receive a notification informing them that up to 4,000 euros will be returned to them by failures from the Tax Agency in the calculation of personal income tax from previous years.
As stated Andaluciainformsthose who will be able to benefit from this unexpected income of money will be the retirees from the mutual benefit of commerce, construction or metallurgy sectorbetween 1967 and 1978.
The reason is that a final ruling from the Supreme Court has ruled that Those workers paid taxes on 100% of the pension retirement when really they had to do it for 75%. Consequently, They contributed 25% more of what corresponded to them.
Specifically, the Supreme Court ruling stipulates that these retirees They can regularize the fiscal years from 2018 to 2021 (both included) so that the Treasury returns that 25% of the pension for which they should not have paid taxes.
The amount paid more due to this error by the Tax Agency will vary depending on each case, but, in general terms, the figure It will be in a range of between 3,000 and 4,000 euros.
It is necessary to claim
In any case, it should be noted that The Treasury will not automatically return the money but it is necessary to make a claim. The process must be undertaken by the retirees themselves or, in the event that they have already died, their immediate family members.
To make the claim you must access the Tax Agency website and identify yourself with the digital certificate, the permanent Cl@ve PIN or the reference number (box 505 of the Income Tax from the previous year).
After that, they must select fiscal years (2018, 2019, 2020 and 2021) and modify the personal income tax of the pension from 100% to 75%. To make the change, you must access the electronic headquarters of the Tax Agency and select ‘Provide complementary documentation’.