The disappointment of pensioners for claiming personal income tax that has angered those of retirement age
HA few days ago the deadline for former mutual members to claim a refund of personal income tax for 2019 ended. Those pensioners who once contributed financially to former mutual societies They will not be able to claim from the Tax Agency the refund of the tax corresponding to the fiscal year of 2019 since, as we mentioned, the deadline ended just a few days ago, specifically, on July 1.
The limitation period was four years from the last day on which the 2019 Income Tax campaign ended, which was June 30, 2020, although since in 2024 the 30th fell on a Sunday, it was extended for one more day, ending on the first day of the month of July. The Tax Agency made an online form available to pensioners who had contributed to mutual societies last Marchin which the refund of personal income tax for the last four non-prescribed years could be easily requested, that is, from 2019 to 2022. Similarly, the adjustment of the tax for these mutualists.
However, once the 2019 period has expired, those affected will only be able to claim through this online form the amount overpaid in this tax between the years 2020 and 2023. As explained by the general secretary of the Treasury Technicians, José María Mollinedo, There are pensioners who have been left without requesting the refund for 2019 because they have not found outsomething that he comments usually happens because “they do not have information or because they remember late,” according to the specialized portal El Economista.
The most affected users are those of retirement age
In fact, Mollinedo himself recognizes that the vast majority of these pensioners are those who are of retirement age, who, Being older and less knowledgeable about these online processes, they tend to be unaware of the process or poorly informed.. It should be remembered that the Treasury does not automatically return these amounts, so filling out the form is an essential requirement.
According to the data published by the Tax Agency in its May collection report, Between April and May, 472 million euros of the personal income tax of these former mutualists were returned between the favorable rulings obtained by taxpayers in the courts, the Income Tax campaign and the requests from the last four years, a figure that will increase, since the returns for the month of June are still pending.
The Treasury must return what was taxed on 25% of the part of the pension generated by contributions to mutual societies between the years 1967 and 1978, in addition to 100% of what was taxed on this part of the benefit corresponding to contributions prior to 1967.
