THE retired of Spain They usually look forward to December, as this month comes with Christmas pay supplement and, sometimes, pension adjustments. But this year, it will not be a pension increase or a salary supplement that will brighten up the accounts of some. retiredbut a surprising return until 4,000 euros. These unexpected revenues are not the result of economic improvement, but of a historical error of Tax authorities which, after decades, was finally recognized by the Supreme Court.
This decision, which represents a financial respite for some, affects a very specific group of retirees that during a period of their working lives they paid more taxes than they really deserved. This judgment opens the door to the restitution of the money they overpaid, for amounts between 3,000 and 4,000 euros. But who are the lucky ones and how can they claim this money? Below we explain in detail everything you need to know to understand this case and, where applicable, receive this compensation that arrives just in time for Christmas.
Retirees who will collect 4,000 euros in December
The origin of this return dates back to a period between 1967 and 1978, when the Treasury made a mistake that affected workers in specific sectors such as construction, trade and metallurgy. During these years, Taxation was applied to 100% of pensions that these workers were going to receive, when The regulations stated that they only had to pay taxes on 75%. This decision went unnoticed for decades and, although some affected people tried to assert their right at the time, it is only now that the Supreme Court has recognized their right to compensation.
This error implies that these retirees paid more tax than they were entitled to on their future pensions. Although decades have passed since that period, the Treasury’s decision continues to have legal and economic consequences. Thanks to the sentence, Those affected can claim what they were overcharged for, limited to the last three fiscal years. in which the Treasury recognized this error, that is to say between 1975 and 1978.
Who can request a refund?
Not all retirees can benefit from this measure. The only people who have the right to claim this reimbursement are those who worked in the sectors mentioned during the years in which the Treasury error occurred and they were affected by incorrect taxation. Furthermore, it is essential that These retirees kept their tax records in order, since they must prove the amounts imposed during this period.
Another key point is that This return will not be automatic. Unlike other compensation managed by the Tax Agency, in this case, retirees will have to submit a formal request to claim the money.
How to claim the 4,000 euros before it’s too late
The process for requesting this refund is simple, but requires careful attention to detail to avoid missing out. To start the application, interested parties must access the electronic headquarters of the Tax Agency and complete the procedure through the activated platform. This procedure can be carried out in three ways:
- Certificate or electronic DNI: This option guarantees greater security and speed in file management.
- Cl@ve system: accessible to those who are previously registered in this identification system.
- Reference number: thanks to the six-character code associated with the income tax return.
Once inside the system, it is important examine the status of the file, where messages such as “Your return is being processed” or “Your return has been approved for return” will appear. In any case, the Treasury has until December 31 of this year to make the corresponding payment. And in the event that January 1, 2025 arrives and the payment has not been received, we can make a claim to the Treasury and this will also generate late payment interest which will be added to the amount we will receive.
Unexpected economic relief in times of uncertainty
For many people affectedthis reimbursement of between 3,000 and 4,000 euros comes at a key moment. The Christmas holidays, added to the general rise in prices, make this income a lifeline for households. Although this money is not the result of an improvement in pensions, it represents a delay in justice for those who have waited decades for recognition of their rights.
This case too underlines the importance of reviewing taxation and tax systems, ensure that such errors do not recur. For retired beneficiaries, December will be a month of celebration, not only because of the holidays, but also because they will finally be able to get back the money that belongs to them.
If you think you are one of the people concerned, do not hesitate to consult your professional and tax file. Claiming this compensation is a rightand doing it on time can make a difference in your finances for next year.
