A group of retirees will have good news by the end of the year after a historic decision by Supreme Court. Mutualists who previously paid more because of an error from the Tax agency These are those who appear on the Treasury list and who have therefore already received, or will receive by the end of the year, compensation which could reach 4,000 euros for what they once paid too much. It is for this reason that the Tax Agency set up a channel to meet the needs of those affected at the time.
Mutualists have been at the center of the news since the end of Supreme Court 255/2023, REC. CASSATION 5335/2021 of February 28, which ruled that workers who had previously contributed to the Banking Work Mutual They were entitled to a 100% tax reduction until December 31, 1966 and 25% for contributions between January 1, 1967 and December 31, 1978. During this period these workers contributed 100% so the accounts are clear: 100%. % refund must be made on the one hand and 25% for this error on the other hand. Tax agency.
This sentence High Court It didn’t just benefit workers Banking Labor Mutual but those who also did it in mutual societies linked to the construction, fishing or shipyard sectors, among others. In total, it is estimated that there are around 5 million mutual members (in the event of death, their loved ones can claim it) who are entitled to this compensation which covers the last four years of personal income tax since 2019 , because the previous years have expired.
Due to the excitement generated at the time by the sentence of Supreme CourtTHE Tax agency has opened a channel via its website with the aim of facilitating returns to mutualists who requested it during the last income campaign which ended on July 1st. Many workers who contributed the most at their time have already received the income and those who fall short by the end of the year will receive an amount of up to 4,000 euros.
Mutualists on the Treasury list
“This form can be used to request all declarations corresponding to the period 2020-2023, although for 2023, in most cases the calculation will already appear in Renta Web and the adjustment will be automatically applied to the declaration. For cases where the AEAT does not have sufficient information, it will not be able to propose the calculation in the tax data, but to request regularization it will be sufficient to present the same form used for previous years”, specifies the AEAT. Tax agency on the website helps meet the needs of mutualists appearing on this Treasury list.
Concerning the documents that these people will have to provide, the Treasury also specifies that it will be enough to provide personal data and the account number to be able to make the deposit. “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 provide the necessary documentation after the fact,” it adds.
When will they receive the money?
Many people who complied on time and filed an application for the additional contributions they made during the last personal income tax year have already received the personal income tax income. natural persons. Tax agency. Those who haven’t heard yet Tax authorities They need not worry since, as is usual in the revenue campaign, the Administration has until the end of the year to catch up with taxpayers. If they do not arrive on time, they will have to pay the amount with interest which can be around 4%.
Workers who previously contributed to mutual insurance companies and who will not be able to claim what more they paid at the time because of a tax error are those who are satisfied with Passive courses to public employees, those obtained through contributions to self-employed mutual insurance companies. Nor those relating to widowhood and non-contributions.
