The recent controversy surrounding pending refunds for retired mutualists has caused confusion among those affected. According to reports, Hacienda is facing challenges in locating certain documents, which could delay payments until 2025. This article explains who the affected retired mutualists are, how to check the status of their refund, and the deadlines established for reimbursement.

Who Are the Affected Retired Mutualists?

The affected retired mutualists are individuals who contributed an additional 25% to the Personal Income Tax (IRPF) in mutual funds between 1967 and 1978. Instead of the mandatory 75%, they paid 100%. Following a recent court ruling, Hacienda is now required to refund the excess amount.

While some individuals have already received their refunds, others are still waiting. Many affected people began filing claims during the income tax campaign, with the refund request form available since March.

How to Check the Status of Your Refund

If you are waiting for your refund, you can check the status through the electronic headquarters of the Tax Agency (Agencia Tributaria). To access the portal, you will need an electronic certificate, Cl@ve credentials, DNI-e, or a reference number.

Your refund status may show one of the following messages:

• “Your declaration is being processed.”
• “Your declaration is being reviewed.”
• “Your declaration has been processed, and the requested refund is approved.”

If your request was rejected due to lack of evidence, you can submit a new application by following the procedure outlined by Hacienda.

Deadline for Refund Processing

Hacienda generally has six months to process refunds. For those who filed claims during the income tax campaign, the deadline is December 31, 2024. However, due to missing documentation in certain cases, pending payments may be delayed and subject to new protocols in 2025.

If you are one of the affected mutualists, it is essential to stay informed and act promptly if irregularities are found in your application.

For more information on the requirements and steps, visit the Tax Agency’s website.

Note: Every piece of content is rigorously reviewed by our team of experienced writers and editors to ensure its accuracy. Our writers use credible sources and adhere to strict fact-checking protocols to verify all claims and data before publication. If an error is identified, we promptly correct it and strive for transparency in all updates.