Tax authorities catches up with the mutualists who paid too much at the time because of an error from the Tax agency. A ruling from the Supreme Court ruled in favor of these groups of now retired workers and therefore, before the end of the year, the administration will have to catch up with the millions of Spaniards who must earn between 3,000 and 4,000 euros. Check if you are on this list with the Treasury so that they can return this money to you.
Mutualists have been at the center of the news since a Supreme Court ruling ruled in favor of a bank employee who requested reimbursement of contributions he had paid too much to the Social security in 1967 and 1978. The High Court required the Treasury to return the money to members of the mutual who, between these dates, had contributed 100% when they should have contributed 75% due to an error of the tax administration.
Nearly five million Spaniards were harmed by this error. During the tax declaration campaign corresponding to 2023, they had the first opportunity to request a refund from the Treasury. For this, even the Tax agency has activated a channel on its website to facilitate refunds to those affected, many of whom have already paid in the first months of the year.
“It will not be necessary to attach any type of documentation to the request, since, in general, the AEAT will already have the necessary information to resolve the request. However, in the event that it is not possible to resolve a specific request with the available information, interested parties may be required to subsequently provide the necessary documentation,” the company informed. Tax agency in a statement.
Mutualists registered on the Treasury list
The mutualists who appear on the list of Tax authorities These are those who contributed at the time to a work mutual until 1978. On the one hand, those who contributed more before January 1, 1967 and contributed at 100% will not pay tax on the full part of this pension while those who contributed 100% between January 1, 1967 and December 31, 1978, only 75% will be taxed, therefore the Tax agency You must return 25% of this quote.
This group of mutualists can claim the years which have not yet expired, i.e. from 2019 to 2023. It is therefore recommended that people who did not make a request during the last tax declaration campaign do so during the following in order not to lose a good amount of money that belongs to them.
Those who receive a pension will not be able to claim this money:
- Satisfied by the Passive Classes for public employees even though they have not been included throughout their professional life in the Passive Classes regime, because it is not a mutual fund.
- Obtained thanks to contributions paid to self-employment mutual societies.
- Widowhood, because they are not included in the 2nd DT, because they do not come from the contributions of the beneficiary of this pension.
- Non-contributory, because they are not included in DT 2, because they do not come from previous contributions.
When will the Treasury return the money?
Have you requested reimbursement of excess contributions from the Treasury and the Treasury has still not returned the money? No problem. The Tax Agency sets December as the deadline for making all refunds in the tax return. It must be taken into account that there are cases that require further study and that is why the Administration takes time when admitting the corresponding people.
If by January 2025 the Treasury hasn’t caught up with you, that’s no problem either. THE Tax agency A small fine is imposed, usually equivalent to a 4% commission, for failure to return money on time to people who submitted their tax returns before the end of the campaign.
If you are a mutualist, you meet the conditions and you have not yet claimed the money that belongs to you, the Tax agency has activated a channel in which you will only have to add your personal information, telephone number and account number to have your money returned to you in the next tax return.
