Completion

Completing the deduction for disabled ancestors

It is done by opening the data capture window.

Once opened, the data is recorded in the sections "Ancestors over 65 years of age or with disabilities" and "Information for the deduction for ancestors with disabilities"

The data that we indicate below must be for each dependent disabled ascendant who is entitled to deduction , so you must complete those that are not included:

Identification of the ancestor
.
If the ascendant lives with several descendants who are entitled to the minimum per ascendant will indicate the number.
The date of death of the ascendant if it is other than December 31.
Date of recognition of disability. In this regard, if the social services of your Autonomous Community determine that you are a disabled person, for all purposes, the date you must indicate is the date of the application for disability.
The date of cessation of the disability if it occurs during the fiscal year.

Additionally, depending on your situation, you will complete:

If you do not give up the right to deduction

Contributions to Social Security or Mutual Fund

It will indicate the months in which you have made contributions to Social Security or Mutual Insurance and the amount thereof. If you have contributions throughout the year for an amount equal to or greater than 100 euros, you will check the corresponding box.
Data on pensioners or unemployed

If you have received benefits as a pensioner and/or unemployed throughout the year, you will tick the box provided for this purpose. Otherwise, it will indicate the months in which these benefits are received.
If you have received advance payment of the deduction, you will state its amount. Please note that if you have received the advance payment unduly (totally or partially) and before submitting this declaration you have regularised this situation by entering the excess amounts received through form 122, the amount to be entered as an advance payment will be the difference between the amount that was paid to you in advance and the amount returned through said form.

If you give up the right to deduction

You must indicate that you are transferring the right to the deduction that may correspond to you to another taxpayer who is entitled to the same deduction for the same ascendant by checking the corresponding box.
It will indicate the NIF of the taxpayer to whom the right is transferred.
The advance amount of the deduction. In the event that they have received the advance payment improperly (totally or partially) and before submitting this declaration they have regularized this situation by entering the excess amounts received through form 122, the amount to be entered, in box 0637 , as an advance payment will be the difference between the amount that was paid to them in advance and the amount returned through said form.

If you have been given the right to the deduction

If other taxpayers assign you the right to receive the deduction, you must indicate this by checking the corresponding box. Additionally:

You must complete the NIF of the transferor or transferors.
Data relating to pensioners or unemployed. You must reflect this information by checking the box corresponding to the entire year if the taxpayer has received these benefits throughout the year. Otherwise, you must indicate the months in which you receive them.

In addition, you will have to fill in the data corresponding to the transferors so that if any or all of the transferors are recipients of these benefits throughout the year, you will check the box corresponding to the entire year. If none of the transferors receives these benefits throughout the year, they must indicate the months in which any of them are recipients.
Contributions to Social Security or Mutual Insurance.

Whenever the holder of the declaration has contributions equal to or greater than 100 euros in each of the months of the year, he/she will tick the corresponding box.

Otherwise, you will have to indicate the contributions of the holder and the transferors accrued in each month. If there is more than one transferor, for each month, the contributions received by all transferors in that month would be added.

The program only allows three assignors to be listed. If there are more, their NIF will not be recorded, but all transferors will be taken into account when recording contributions and/or data relating to pensioners or the unemployed.
You will indicate in the corresponding boxes the amount of the deduction that you have collected in advance and the amount that the other transferors have collected.

If the taxpayer or any of the transferors had received the advance payment improperly (totally or partially) and before filing this declaration had regularised this situation by entering the excess amounts received through form 122, the amount to be entered in box 0637 as an advance payment will be the difference between the amount that was paid in advance and the amount returned through said form.

If you file an individual return, you must indicate whether or not you are required to file, and if you choose to file a joint return, you must indicate whether or not you are required to file in that mode.

Regularization of advance payment received by ascendants

Only in the event that you have received advance payment from a parent for whom you are not entitled to the minimum for parents (for example: the ascendant obtained annual income greater than 8,000 euros) must complete box 0666 of the section "Regularization of the advance payment received by dependent ascendants with disabilities" indicating the NIF of the ascendant or ascendants and the advance payment received.