As the Treasury we are all and better late than never, now They are solving a 50-year-old mistake. And it’s been half a century since some workers were paying taxes above what they owed and, now retroactively, they are returning that money that the Tax Agency once overcharged.
It is a failure that we already told you about a while ago, but it is worth remembering now that we are at the time of presentation of the 2023 Income Tax, where the correction should already appear, being from 3,000 to 4,000 euros what can be obtained. So if you are in this situation or know someone who is, you can help them claim it electronically from a Mac and even iPhone (also from other devices with Internet access, of course).
Which workers were affected by this Treasury error?
The aforementioned failure in taxation occurred in the contributions made from January 1, 1967 to December 31, 1978. In essence, they are all those who contributed to the Banking Labor Mutuality in that period of time, given that they were paying taxes 100% instead of 75%, which is what would correspond to them. That 25% overpaid is what is now returned.
Now, we remember that this mutual society not only contributed bank workersbut also of other sectors such as commerce, fishing, construction, metallurgy and more. Therefore, if at that time you were registered, you will be able to request the refund from this year, which is protected by the Tax Agency itself after ruling 707/2023 of the Supreme Court that recognized that ruling by the Public Treasury.
How to claim a refund
The first and essential step for mutual members to be able to claim the refund is to a form offered by the Tax Agency and that is accessible from its website. Of course, we warn that you must be registered with Cl@ve, have a digital certificate or an electronic DNI to be able to identify yourself.
Everything involves entering the aforementioned space on the Treasury website and Click on ‘Form presentation’. After that, the identifier will open for which you will need one of the previously mentioned methods. Afterwards, the form will appear in which you must confirm that your information is correct, as well as add the bank account number in which you wish to receive the compensation. Finally, you must click on ‘Sign and send’ so that it is reported to the Tax Agency.
It is not necessary to add accompanying documentation, since the other public entity in charge of this (Social Security) already transferred all the necessary data to the Tax Agency at the time. Thus, it will be a matter of waiting for it to be received and verified so that it appears in the previous draft of last year’s Income Tax Return. A declaration that, we remember, can be presented until June 26, either electronically or at a Tax Agency headquarters.