The mutual members who contributed to the old labor mutual societies are receiving the personal income tax refunds that they paid more and that corresponds to them by judicial ruling of the Supreme Courtand that they have fought so much.
After years of claims and court rulings, an agreement on the way of acting agreed upon with the unions by the Treasury; of an incomprehensible and unfair change of criteria in the middle of the process; of much confusion and indignation on the part of those affected, all elderly people; and from one historical rectification…since mid-August, the checking accounts of those affected are beginning to receive these overpaid personal income tax refunds.
The Government’s commitment is to make all payments in 2025. The start of these returns since mid-August has been possible thanks to the reform published in the BOE on July 25: as set by the Final Provision 16 of the Law 5/2025.
Now, time is moving and we are already immersed in the last quarter of the year, and some mutual members, visibly nervous, wonder if all payments will arrive on time before the end of the year.
Commitment to pay everything in 2025
Returns have already started. And before the end of the year, the returns for the years 2019, 2020, 2021 and 2022 should be made. “The commitment is that it will be paid in the year 2025, the Treasury insists that yes, that everything will be settled this year,” he tells us. Juan Sepulveda (@J_Sepulveda_), general secretary of the State Federation of Pensioners and Retirees of CCOO (@pensCCOO) and member of the 65YMÁS Advisory Committee.
“What they tell us is that they are going to liquidate everything, that this year, when December 31 arrives, all the claims that have been made in a timely manner, will be returned. That is the promise… but also what was promised last year and look what happened,” reflects Sepúlveda. “But come on, this year it is true that they are already returning the money. “I think we have to trust that the Government is going to return it,” concludes.
Sources from the Tax Agency, the body in charge of refunds, confirm this to this newspaper. “The idea is to tend to give it all back this year”they tell us.
However, They clarify that in some cases, it will not be possible to pay everything at once and it will have to be divided. “There may always be some exceptions because there is a problem, but we will try to return everything in 2025,” they insist. “There may indeed be cases in which everything is not paid at the same time, but is done in parts,” the AEAT points out.
Little information
The returns process began last August. However, it still generates a certain uncertainty among many beneficiaries due to the ‘unequal way’ of receiving payments to which AEAT referred.
Both the seniors’ associations, the unions and those affected expected that the refund would be made at once in a single payment. But it is not being like that. “We thought that a single payment was going to be made, that is what the Administration itself said, but it seems that it was referring to All payments were going to be made this year, but not in a single payment, because there are four different files.“Juan Sepúlveda explains to 65YMÁS.
“There are four files, you have to understand that there are four files,” says the general secretary of the State Federation of Pensioners and Retirees of CCOO. “But various payments are being given for the same year. That is, there are cases in which three or four entries have been made for the same file, and “That is a bit strange and gives rise to confusion, because for whoever is collecting it, it is difficult to know if the calculation is correct or not”he adds.
“There may indeed be cases in which everything is not paid at the same time, but is done in parts,” the AEAT points out without going into more details or causes. “We don’t know the reason, if they are reviewing cases or what, or if it is because they are recalculating. It is not normal and we have no information. We, at least, do not have reliable information,” Juan Sepúlveda complains.
