José Ramón López, Fiscal Advisor on why Hacienda has not yet returned the money from the income statement: "Very simple"

José Ramón López, Fiscal Advisor on why Hacienda has not yet returned the money from the income statement: "Very simple"

The rental campaign for the fiscal year of last year began on April 2 and the Tax Agency extended it until June 30. This was the last date that all taxpayers had to give account to the Treasury. After making the statement, each citizen could go to pay or return. In the second case, the Treasury comes to transfer within one or two weeks, according to the administration’s deadlines.

However, there are exceptions. This has affected José Ramón López, a tax advisor, who explains why in many cases the Tax Agency has not yet returned that money. And it is basically because it relies on its legal times.

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The Treasury times do not change for making the rent sooner or later

In fact, there is a myth that has always existed and that even today believes: not for having submitted the declaration of the rental before the Treasury will return the important sooner than in other cases. Nor will we take longer to receive the money if we wait until the last days of the campaign. The administration times do not change according to the day we fulfill the obligation to make the rent.

Here, the Tiktok profile known as ‘Your Fiscal Blog’, by José Ramón López, has influenced why at this point the Treasury has not yet made the return of the rent to many taxpayers. “That you know that it is normal. They have not returned it for a very simple reason: because the Tax Agency has until December 31, 2025 to return the result that came out in the declaration of the income you have presented.”

“The Tax Agency has until December 31, 2025 to return the result”

In addition, it clarifies that although it is normal for money to be returned in a couple of weeks, this process can be delayed and enter the established period.

At the same time, the labor lawyer explains that there are cases in which Hacienda pays later for the set period. In case of delay, the public body will be obliged to pay with interest. In this case, López says “that you are not going to become a millionaire” since the interest interest is 4.06% per year.

Because even if Hacienda does not pay within the exercise, nothing would happen either. Simply, I would have to add the legal interest to capital to the capital once the transfer is ordered. In his case, and as the lawyer explains, who in case of receiving those interests, the taxpayer would also be obliged to pay them in the declaration of the rent of next year.

Reasons why the Treasury can be delayed in the payment of the return

When an IRPF statement takes more than the account to pay, it is usually for any of these reasons:

  • Their data does not fit those we have contributed (there are discrepancies between fiscal data and those of the taxpayer).
  • There are great differences with the statements of previous years.
  • Atypical income that needs to contrast, such as rentals.
  • High amounts to return that can make additional checks.

According to Taxdown data, Specialized signing in income and tax statements, in the middle of last July, there were still more than 2,800,000 taxpayers who had not yet received the income, which represents 26.5%, of those who have submitted their Income Tax and have come out to return.

“As they point out from the Tax Agency itself, the deadlines and times vary depending on the taxpayer, since different variables influence the complexity of the declaration, the workload of the Tax Administration and possible additional verifications that must be carried out,” they emphasize.

What state is my income statement

Those taxpayers who want to know in which state their income statement is located once, they must simply go to the website of the Treasury where they will find the different steps through which it passes. These are:

  • Your statement is being processed. It is shown when the declaration has been submitted by the taxpayer. It simply indicates that the documentation has already been sent.
  • Your statement is being proven. In this phase, the Treasury technicians are performing the relevant checks.
  • The statement with the indicated amount has not been recorded or is in process. Check the amount. If this message appears, it is possible that there is a problem with sending your statement. We must talk to our manager or the Treasury technicians to solve it.
  • Its statement has been processed by the Tax Management Bodies: in this step, the Tax Agency has already proven that everything is correct.
  • Its return has been issued on the XX/XX/XXXX day: this indication assumes that the payment has already been issued and that within a maximum period of 10 days the taxpayer will receive the amount. If this does not happen, you must go to the administration of the Tax Agency closest to your fiscal domicile.

In general, the Treasury performs the return by bank transfer to the account of which it is holding and the IBR has been provided in the entry or return document (model 100 – Income or return document).