Every year, thousands of taxpayers wonder if they really have to deliver the IRS statement. In many cases the answer is: no.
The legislation provides situations in which this obligation is dismissed, saving time and eventual headaches. Find out if it is one of the taxpayers who, in 2025, can be left out of this task.
2025 campaign has already started
The IRS delivery campaign started in early April, but not all taxpayers are required to submit the statement.
By 2025, those who had limited income or paid tax in advance may be dismissed – the tax authorities have already clarified who can scratch this obligation on his list.
Who is dismissed to deliver the IRS in 2025?
According to the Tax Authority (AT), they are exempt from submitting the IRS declaration regarding the 2024 income taxpayers who have received:
- Until 8.500 euros of income dependent work or pensionssince did not have any retention at the source;
- Until 4.104 euros of FOOD PENSIONS;
- Income subject to liberatory rates (such as deposit or dividend interest), If they do not opt for encompassing.
Taxpayers who have only received are also dismissed:
- Subsidies or subsidies in the context of the common agricultural policy, until 2,037.04 euros per year;
- Dependent work income or pensions up to 4,104 eurosin isolation or in conjunction with the above income;
- Income of isolated actsprovided that the annual value is less than 2.037,04 euros and do not have other income (or just income with liberatory rates).
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What are income with liberatory rates?
These are income – such as interest or dividends – subject to a fixed IRS rate at the time they are paid.
Since the tax is already retained at the source, these amounts do not have to be declared unless the taxpayer wants to encompass them to apply the progressive IRS rates.
Is it worth delivering even if you are dismissed?
It may be worth it, especially if it had deductible expenses (education, health, homes, housing, among others). Voluntary statement of the declaration may result in a refund.
However, for those who fit the dismissal criteria and do not intend to encompass income or deduct expenses, it is not necessary to deliver the IRS.
In summary
Knowing if you are dispensed with delivering the IRs can avoid unnecessary concerns. If it is covered by any of the criteria defined by the Tax Authority, it may rest this year.
But if you have relevant expenses or intend to encompass income, handing over the statement remains a good decision – because it may result in a refund.
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