Deadline to try to receive refund on the 1st batch ends this Wednesday

To try to receive the Income Tax refund on the first batch, the taxpayer must deliver the declaration by this Wednesday (10). The first batch will be paid on May 31, the deadline for submitting the IR.

The Federal Revenue informs that the payment is made based on legal priorities. The recommendation is that priority groups, such as the elderly, send the statement by May 10th to have a chance of receiving it in the first batch of refunds. This is because the tiebreaker between the groups is the delivery date. Priority taxpayers are seniors aged 80 and over; seniors over 60, people with disabilities or serious illness and those whose main source of income is teaching.

The other refund batches will be paid on the following days: second batch (June 30th), third batch (July 31st), fourth batch (August 31st) and fifth and last batch (September 29th).

Tax to pay

Tax payers must also send the declaration by this Wednesday (10th) if they opt for the automatic debit of the first installment or single installment due on May 31st.

News

The statement has news relating to restitution. Anyone who chooses to receive the refund via Pix or use the pre-filled statement will receive the amount faster, always respecting legal priorities. In relation to Pix, however, the novelty only applies to those who declare the Individual Taxpayer Registration (CPF) key in the refund payment field.

Another important change is the expansion of data available in the pre-filled declaration. Last year, access had been extended to those with a silver or gold level account on the Gov.br Portal. Now, the form, which provides more convenience and reduces the chances of errors by the taxpayer, will have more information, such as real estate registered in the notary and crypto assets.

There was also a novelty in relation to those who have investments in the stock exchange. The Revenue made the declaration mandatory for this public. Only those who made high-value sales or made a profit (of any amount) in these applications should complete the declaration.

who must declare

Citizens who had, in 2022, taxable income above R$ 28,559.70 are required to declare. In the case of income considered “exempt, non-taxable or taxed exclusively at source”, it is mandatory to declare who received an amount greater than R$ 40 thousand.

Anyone who had a capital gain on the sale of assets or rights subject to the levy of the tax, as well as those who, on December 31, 2022, owned assets or rights, including bare land, above BRL 300 thousand; and people who, in rural activities, received taxable income in excess of R$ 142,798.50.

People who have traded on stock exchanges in the last year must also declare the IR. But this year, the Revenue established two limits. Those who sold shares for amounts above BRL 40,000, regardless of the volume of purchases, and those who carried out operations and had net gains subject to the incidence of taxes, above the exemption limit of BRL 20,000, must present income.