A woman looking at her mobile phone with a serious expression, with a red background and a graphic from the Tax Agency next to her.
ECONOMY

Historic setback for Hacienda: this gives hope to thousands of affected Spaniards

Retired mutualists who are due to receive the IRPF refund find themselves supported by a significant organization

Just a few hours ago, the Tax Agency was in the spotlight of an association that knows the Treasury well. Everything erupted after a statement from the State Tax Inspectors Association. This organization has criticized the IRPF refund procedure for retired mutualists, generating some hope for the near future of those affected.

Tax inspectors, outraged over IRPF refunds

The IHE, or Tax Inspection, is the body responsible for ensuring compliance with tax obligations in Spain. Thousands of retirees who contributed to old labor mutualities between 1967 and 1978 have been waiting for the refund of taxes they believe they overpaid.

Thoughtful woman with hand over mouth and alert symbol on logo in foreground.
Many need that IRPF refund | Getty Images, Europa Press, TMvectorart

However, the recent decision by the Treasury to temporarily suspend these refunds and modify the procedure has caused outrage among those affected. Until now, mutualists could request the refund of taxes for all non-prescribed years in a single procedure.

Problems with refunds for retired mutualists

Nevertheless, starting in 2025, the Treasury has established a new procedure. This requires those affected to claim refunds year by year, during the established periods for filing tax returns.

This modification has been described as "incomprehensible" by the IHE, which considers that it "violates constitutional and legal principles," creating inequalities among pensioners.

Solution to these changes in criteria

To address this situation, it is essential for retired mutualists to adequately inform themselves about the new procedure and the established deadlines. Although the change in criteria has caused uncertainty, the solution lies in adapting to the new claims process. Submitting the corresponding applications for each affected fiscal year.

An older man with glasses looks at his mobile phone in surprise, while in the background there is an office with people serving and a hand holding a credit card over a dataphone.
They seek solutions to the problem with returns | Europa Press, Getty Images de ratmaner, Prostock-studio, en.e-noticies.cat

Additionally, it is advisable for those affected to seek advice from professionals or associations specialized in tax matters to ensure their rights are respected and that applications are submitted correctly.

Overall, although the recent changes in the IRPF refund procedure for retired mutualists have caused concern, it is important to remain calm. It is essential for those affected to understand the new process. They must act according to the new guidelines to ensure the recovery of taxes overpaid.

➡️ Economy

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