If your domicile changed in 2025, there is a deadline that could make a difference in the amount of Income Tax payable or received. By March 2, taxpayers must communicate any change in the composition of the aggregate on the Finance Portal, under penalty of the Tax Authority considering outdated data when calculating the tax.
According to Executive Digest, a website specializing in economics and current affairs, this update applies to situations such as marriage, divorce, birth or death of a household member. The rule is clear: the relevant composition for IR purposes is that which occurs on December 31st of the year to which the tax relates, but it must be confirmed and validated within the legal deadline.
Those who live in one of the 68 municipalities covered by the calamity situation declared following Storm Kristin benefit, however, from an extended deadline until April 30 to comply with this and other tax obligations that ended between January 28 and March 31, according to the same publication.
Why is it so important to update the aggregate?
The composition of the household directly influences the IRS calculation. This concerns the calculation of deductions, the application of withholding taxes and access to tax benefits associated with dependents.
A common mistake is to assume that, if there have been no significant changes or if the data is already contained in other State services, it is not necessary to confirm the information on the Finance Portal. However, according to Executive Digest, annual validation is recommended even if no changes have occurred.
Situations such as the birth or adoption of a child, marriage or beginning of a stable union, divorce, death of a household member or changes in custody of dependents are covered.
How to communicate on the Finance Portal
Communication is done exclusively online. The taxpayer must access the Finance Portal, enter the “Citizens” area, select “Services”, then “IRS Household Data” and, finally, “Communicate Family Household”.
All members of the household must be authenticated, either with a NIF and access password, or with a Digital Mobile Key. Only after everyone appears as “Authenticated” can the process be completed.
An often forgotten point is the need to have access passwords associated with dependents. If not, they must be ordered in advance, as shipping can take several days.
Who can be considered a dependent?
As a general rule, children, adopted children or stepchildren can be considered dependents up to the age of 25, as long as they do not have annual income exceeding the current legal limit. In the case of dependents who are unable to work and do not have their own income, there is no age limit.
In situations of shared custody, the dependent cannot be part of two households simultaneously, although they can appear on both Income Tax declarations for income imputation purposes, in accordance with the rules defined by the Federal Revenue Service.
What about Social Security?
The update should not be left to Finance. Although there is no specific deadline, the composition of the household must also be reviewed in Direct Social Security.
According to , keeping this data up to date is essential for the correct calculation of social benefits and can also influence withholding tax.
The process is done online, through the “Family” area, moving on to “Household and Family Relations” and then “Declarations of Family Situation”.
In an IRS year, small details can translate into significant differences in the final result. Confirming the household within the deadline is a simple step that can avoid future corrections, delays in settlement or surprises in the final tax bill.
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