Learn how to include dependents and deduce expenses

by Andrea
0 comments

According to the IRS, the 2025 Income Tax Declaration period began on March 17 and runs until May 30

The 2025 Income Tax Declaration period began on March 17. This year, the deadline runs until May 30, and the IRS is expected to be 46.2 million people to submit the statement.

At the time of income tax return, one of the points of attention is the deductions provided for by law. Wrong information can lead to loss of tax benefits or problems with the fine mesh.

There are 2 deduction models: simplified discount and legal deductions.

“The complete statement is ideal for people who have many deductible expenses in health, education, private pension and dependents. It allows detail all expenses. In the simplified statement, it already applies the standard discount of 20%, without the need to prove my expenses. It is suitable for people who have little deductible expense.”says Professor Gilder Daniel Torres, from the Anhanguera College Accounting Course.

In the simplified discount, the tax payer chooses the modality and the IRS already applies the discount. In the case of choosing legal deductions, some expenses may help the person pay less tax or even return.

“Speech to doctors, dentists, psychologists, hospitals, health plan, exams, can be deducted without limits, provided that they are proven, both taxpayers and their dependents. Education, which are spending on school tuition, colleges and technical courses.says Professor Ahiram Cardoso, from Unime’s Accounting Sciences course.

According to IRS data, 56% of the statements sent last year were in the simplified model, while 44% were sent in the model for legal deductions.

Who can be declared as an IRPF dependent?

For those who are up to the household, the dependent statement is one of the best ways to get a discount when delivering income tax. By 2025, the IRS guarantees a fixed discount of R $ 2,275.08 for each dependent.

In addition, it is possible to deduct income tax amounts by declaring some expenses with them.

Professor Marco Aurélio Pitta, from the Positivo University, says that the tax payer can consider spouse or even the partner.

“In the case of their partner, it has to be with whom the taxpayer has a child, or if he has no child, who has been living for more than five years with this companion. It is also very common to declare dependents as children or stepchildren. In such cases, we have situations up to 21 years or 24 years, if he is attending higher education or technical education, or any age, if there is any physical or mental disability for work.”declares.

The citizen can also declare brothers, grandchildren, great -grandchildren, or even parents, grandparents or great -grandparents, or even poor, or absolutely incapable person if he is a tutor or healer.

A person cannot be included as dependent on more than one statement. The omission of income from dependents can make the tax payer fall into the fine mesh.

What is the order of receipt of income tax refund?

The IRS estimates that about 27.7 million tax payers will be entitled to receive refund by 2025.

This year, the refund of income tax will be paid in 5 monthly lots:

  • May 30;
  • June 30;
  • July 31;
  • August 29;
  • September 30th.

The inclusion of the restitution of tax payer will obey the following legal priority criteria:

  • person aged 80 or over;
  • A 60 -year -old person, a person with disabilities and serious illness;
  • tax payer whose largest source of income is teaching;
  • Tax payer that used the pre-named statement and chose to receive refund by Pix;
  • the others.

If there is a tie in the criteria, those who first delivered the annual adjustment statement will have priority within the same group.

For the citizen to know when he will receive the refund of income tax, he can consult through the IRS page, in the IRS app or check at www.restiticao.receita.fazenda.gov.br, inform the CPF and the date of birth.

The deadline for income tax return runs until May 30. Since April 1, the pre-named statement has been available.


With information from.

You may also like

Our Company

News USA and Northern BC: current events, analysis, and key topics of the day. Stay informed about the most important news and events in the region

Latest News

@2024 – All Right Reserved LNG in Northern BC