Good news for the pensioners. They will receive an additional PLN 400

In a fewer months elder citizens will be able to enjoy additional money, which will surely bring them relief. Importantly, these additional funds will not come straight from the Social Insurance Institution, even though they are linked to pensions.

In the context of the economical situation, which is next year, many people, including a large number of seniors, feel insecure. The increase in regular costs of surviving combined with the amount of pensions represents a major challenge for this social group.

However, according to the information provided by the portal legartis.pl, as early as the first 4th of the coming year, many seniors can anticipate additional funds that can bring considerable relief. This unexpected support may prove to be a very affirmative surprise to them, especially given the current situation with respect to expenditure and pension resources.

Pensioners can enjoy it. They'll get a refund.

This year seniors who have received both 13th and 14th pensions can number on a taxation refund on these additional benefits. These 2 additional pensions were subject to taxation in advance for income tax, which was set by the government.

However, there is simply a certain regulation – not all pensioners who have received these additional benefits are eligible for a taxation refund. Their yearly income for 2023 must not exceed the threshold of PLN 30 000 to qualify for this return.

It is worth noting that this income regulation has a crucial impact on the anticipation of obtaining a taxation refund. Persons whose income exceeds this limit will not be entitled to this additional taxation refund collected from 13th and 14th pensions. This means that although these additional benefits were taxed, not all will receive a taxation refund in relation to them.

Some people get bigger phrases.

Seniors receive different taxation returns depending on the amount of their pensions. Those whose benefit is PLN 2100 gross can number on the largest amounts of refunds. For 13th and 14th retirement they will receive together as much as 413 zł. This part consists of 143 PLN for “thirteen” and 270 PLN for “thirteen”.

However, those with somewhat higher pensions will not receive specified generous returns. If individual receives PLN 2,400 gross, the full return will be only PLN 120. On the another hand, people whose pension is PLN 1000 will receive somewhat more than those with higher benefits – only PLN 149 return.

So the higher the pension, the lower the taxation refund. This makes people with higher retirement income little benefit from these returns than those with lower benefits.

Ignacy Michałowski

OSINT investigator with experience in global journalism projects. It has been publishing materials for over 20 years for the largest releases. In social activities he engaged in various projects and initiatives aimed at improving the quality of life of people, especially those of mediocre communities. He was besides active in the fight for human rights. Contact: [email protected]