Europa Press, Robert Kneschke Hacienda's Statement to These Spaniards: It Will Be in March, Don't Forget for Your Own Good
The Tax Agency sends a notice to many Spaniards who are waiting to receive their income tax refunds.
The Tax Agency has issued a notice for retired mutualists who wish to claim the refund of the IRPF corresponding to contributions made to former labor mutual societies. Starting in March, significant changes will be implemented in the application process for these refunds, making it essential to be informed to avoid setbacks.
Tax Agency Issues a Clear Notice to These Retired Mutualists
In December 2024, the Tax Agency temporarily suspended IRPF refunds to mutualists and modified the procedure to request them. This suspension affects compensation requests that had not been approved before December 22, 2024.
Additionally, the option to receive the refund in a lump sum for all non-prescribed years was eliminated. From 2025, those affected must claim the excess taxed year by year within the deadlines set for filing the income tax return.
The Form They Must Submit and From What Date
From March 20, mutualists must fill out a form to request the IRPF refund corresponding to the 2019 tax year and previous non-prescribed years. This form will be available at the electronic headquarters of the Tax Agency from March 20.
It will be available during the voluntary period for filing the IRPF return. A period that extends until June 30, 2025.
Essential to Do It From March 20
The submission of this form is essential. According to the new regulations, IRPF refund requests for previous non-prescribed years that have not been solved before December 31, 2024, are void.
Therefore, it is necessary to resubmit the refund request for each year individually, starting with 2019 in 2025. And so on in the following years. Once the form is submitted within the established deadline, the Tax Agency will analyze the validity of the requested refund.
If the right to the refund is recognized, the corresponding amount for the claimed year will be reimbursed. It is important to note that this new procedure implies that refunds will be made in installments, year by year, not in a single lump sum payment.
Whom Should Mutualists Consult?
Given the complexity of the new procedure and to ensure the correct submission of requests, it is recommended that mutualists consult with a trusted tax advisor. A professional can offer personalized guidance and ensure that all requirements established by the Tax Agency are met.
Additionally, it is advisable to periodically review the electronic headquarters of the Tax Agency. All to stay informed of any updates or changes in the process.
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