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Request for refund for contributions to Mutual Funds

General Details

Denomination

Request for refund for contributions to Mutual Funds

Procedure type

Taxation

Subject

Taxes

Purpose

Requests for refunds of personal income tax 2019-2023 by pensioners who made contributions to mutual societies.

Responsible body

State Revenue Office

General information of the procedure

Start form

interested

Applicant: Citizen

Place for presentation

Through the electronic form that the Tax Agency publishes in the Electronic Headquarters, you can request the application of DT 2 for the period 2019 to 2023. In any case, it is a voluntary procedure to speed up the processing.

Phases of the procedure/service

There are no specific processing phases

Forms

Form (Electronic processing)

Resolution deadline

6 months

Resolution body

State Revenue Office

Resources

Replacement: within a period of one month, optional, with the office that made the administrative decision to be appealed, stating that no economic-administrative claim has been lodged against it.

Economic-administrative claim: within one month from the day following notification of the contested measure or from the date on which the proceedings or the prior motion for reversal are dismissed. It will be directed to the administrative body that issued the claimable act.

Information linked to electronic processing

Identification system

Electronic DNI, Electronic certificate, Others, PIN code

Interactivity level

Level 4: Electronic processing