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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 for pensioners who made contributions to mutual societies.

Responsible body

State Revenue Office

General information about the procedure

Start form

interested

Applicant: Citizen

Place for presentation

Through the electronic form that the Tax Agency publishes on the Electronic Office, the application of DT 2ª for the period 2019 to 2023 can be requested. In any case, this is a voluntary procedure to speed up the process.

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 addressed to the administrative body that issued the challengeable act.

Information related to electronic processing

Identification system

Electronic ID, Electronic Certificate, Others, PIN Code

Level of interactivity

Level 4: Electronic processing