IRPF 2024: Open consultation for the largest batch of refunds

Starting this Thursday (23), the largest batch of 2024 Personal Income Tax (IRPF) refunds will be available for consultation. In total, 5,562,065 taxpayers will receive R$9.5 billion. Payment of the amounts for this first batch, which includes priority groups, will be on May 31st. The information was released by the Federal Revenue Service.

In addition to this year’s declarations, the batch also includes residual refunds from previous tax years.

With the state of calamity declared in Rio Grande do Sul, a priority was established for taxpayers who live in the state. Thus, in RS, 886,260 declarations will be refunded, including previous tax periods, totaling more than 1 billion reais.

According to the Federal Revenue Service, the priority groups for the first batch are:

“258,877 elderly people over 80 years old;

2,595,933 taxpayers between 60 and 79 years old;

162,902 taxpayers with some physical or mental disability or serious illness;

1,105,772 taxpayers whose largest source of income is teaching;

787,747 taxpayers who received priority for using the pre-filled declaration or choosing to receive the refund via Pix.”

Adriano Morocco, advisor to the Federal Accounting Council (CFC) and coordinator of the National Personal Income Tax Commission, explains that throughout the year, taxpayers pay their Income Tax, and the monthly payment is an advance of the effective amount that It is adjusted annually at the time of declaration.

“So it turns out that some pay less than they should and therefore need to supplement, and other taxpayers paid more than they should — and therefore receive the excess back”, he informs.

Asafe Gonçalves, managing partner of Asafe Gonçalves Advogados and specialist in tax law, states that all those who declared Income Tax are entitled to a refund. The calculation is made automatically by the Federal Revenue, which deposits the amount into the account informed when declaring the IR.

“There are important points that need to be checked, which are the permitted deductions, which can influence this refund. They include, for example, medical expenses, education, dependents, contributions to Social and Private Security, among other things”, he informs.

See the payment schedule:

05/31/2024 – 1st batch

06/28/2024 – 2nd batch

07/31/2024 – 3rd batch

08/30/2024 – 4th batch

09/30/2024 – 5th batch

31/10/2024 – 1º lote residual

29/11/2024 – 2º lote residual

31/12/2024 – 3º lote residual

31/01/2025 – 4º lote residual

28/02/2024 – 5º lote residual

Income Tax 2024: deadline for sending the declaration ends on May 31st

IRPF 2024: Revenue has already received 28 million declarations

How to check the refund?

To check the availability of the refund, the taxpayer must access the website of IRS, click on the “My Income Tax” section and then select “Consult Refund”. If there is any inconsistency in the declaration, the taxpayer can make a correction to correct the information.

Furthermore, the IRS has an application for tablets e smartphoneswhich allows taxpayers to directly consult information on the release of Personal Income Tax (IRPF) refunds and check the CPF registration status.

Deadline for submitting the declaration

The deadline for submitting the 2024 Income Tax declaration is May 31st, except in Rio Grande do Sul, where the date was postponed to August 31st.

Systems analyst Gabriel Gomes, 26 years old, lives in Paulista, Pernambuco. He claims that he already sent the statement and that he did it alone.

“I talked to a friend of mine who knows how to do it himself and he gave me some help. My fear was declaring the investments I make at Nubank, because the salary was already ready. I saw some blogs on the internet and with the help he gave me, I managed to do it”, he explains.

Asafe Gonçalves explains that those who need to file an income tax declaration are: