We are all the Treasury and the Treasury reveals nothing. What is not so common is that they correct the mistakes made during the dictatorship, given that this is what they have been doing for some time to compensate for a failed contribution that occurred 57 years ago. This affects thousands of retirees who were contributing more than they should have.
The most affected are the bank employees between 1967 and 1978so if you have worked in this sector over the years or have a family member who has, you should know how to apply. This is a process that, although tedious due to the need to retrieve certain documents, can be handled online from any device.
Why is the Treasury returning this money now?
What is the origin of the problem for which the Treasury is now returning 4,000 dollars? Well, basically, some workers in the aforementioned banking sector were paying 100% tax for their future (already present) pensions instead of 75%. This additional 25% now turns into a reimbursement which, going from pesetas to dollars and taking into account the increase in the cost of living, amounts to around 3,000 to 4,000 dollars.
Thus, and although more than half a century has passed, the tax administration received a year and a half ago a ruling from the Supreme Court which obliges it to return this money to the people concerned. They will have to make a supplementary income declaration, in addition to the last non-prescribed years and with which the bracket of years during which they contributed the most (from January 1, 1967 to December 31, 1978) will be compensated.
Concretely, it is a question of carrying out a additional income tax return for the years 2019, 2020, 2021, 2022 and 2023 which, as we said before, are the only years that have not expired. It is therefore advisable to check whether 100% of the pension has been added to these statements and, if so, to claim it. Likewise, it is requested that subsequent declarations be imposed in accordance with this judgment.
Here's how current retirees can claim
To submit the additional declaration you can go to the AEAT headquarters or present it via the Internet if you are registered with Cl@ve or have a digital certificate. To get started, you must make an appointment on the AEAT website or call 91 290 13 40 (or 901 200 351).
In the last two cases, you just need to have a web browser on your mobile and You can also enlist the help of another person to act as your representative. if you do not have a Cl@ve or digital certificate. The steps to follow are:
- Go to the AEAT website, in the section dedicated to Income.
- Click on 'Project/declaration processing service (WEB Income)'.
- Identify yourself using Cl@ve, electronic certificate, electronic DNI or reference number (box 505 of the last tax return).
- Choose whether you are acting on your own behalf or as a representative.
- Choose the 'Edit declaration' option.
Once this is done, you must edit incorrect data and add any additional documents which are necessary. Likewise, remember that this process must be carried out in each of the declarations from 2019 to 2023.
We are Applesfera and obviously we focus on Apple devices. However, this claim can also be made with an Android or Windows computer using identical steps. After all, you just need an Internet connection and a browser installed.
An older version of this article was originally published on 12/27/2023.
Cover image | AEAT logo with photography from Pixabay on Pexels
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