Montero announces a regulatory change to return the income tax to retired mutualists “in a single payment” this year

The First Vice President and Minister of Finance, María Jesús Montero, announced this Thursday a regulatory change for retired mutualists with the right to return of the IRPF can receive “Once and in a single payment” what corresponds to them throughout this year.

“After listening to the groups, the unions, the political groups, I can announce that We will promote a normative change to maximize these returns “, The head of the Treasury has advanced at the press conference to present the budget execution data corresponding to the year 2024.

The objective is that taxpayers with the right to this reimbursement receive the return once and in a single payment this year 2025, instead of four years -between 2025 and 2028 -, as it was currently stipulated.

“The Tax Agency is able to meet these applications and, therefore, like A part has already been paid in 2024, To those citizens who request it, we are going to return in a single payment, “said the minister.

Montero recalled that this is a sentence that derives from a situation that was lived at the beginning of democracy, in the late post -Franco stage, where The coverage of the mutual system reached limitedly to a set of citizens.

This issue had been litigating by those affected for many years and It was in the year 2024 when that judgment of the Supreme Court has fallen that gave them the right to these returns.

The Fiscal Reform of the Government approved at the end of 2024 included a modification in relation to the IRPF Request Procedure to Mutualists derived from the jurisprudence established by the Supreme Court, For the tax periods 2019 to 2022.

The importance of this change is that the mutualists, until that moment, could exercise their right by presenting A single return request Aimed at the Tax Agency with it recovering the amounts paid in excess in past exercises.

However, the new procedure included in the tax reform changed this right, so that the affected mutualists had to claim the return year after year between 2025 and 2028, Within the deadlines of the IRPF statement.

Now, Hacienda has decided Effective payment to mutualists at once and in a single payment throughout 2025, after the claims of associations, unions and government members.