The year 2025 brings crucial changes to the strategy of taxation returns for pensioners in Poland. While in erstwhile years many seniors enjoyed crucial taxation returns, the upcoming regulations introduce fresh rules that could affect the home budgets of many pensioners.
Changes in the amount of taxation free and their impact on returns
One of the key factors affecting taxation returns is maintenance of the tax-free amount of PLN 30 000 per year. In combination with the yearly valuation of pensions, this means that less pensioners will be entitled to reimbursement. In practice, reimbursements will mainly apply to seniors whose monthly benefits do not exceed PLN 2,500. For this group the return may be average PLN 400.
Repayment of taxation on the thirteenth and fourteenth pensions
In 2025, the anticipation of recovering the taxation paid on 13th and 14th pensions. This reimbursement shall be granted to pensioners whose monthly benefits do not exceed that threshold. PLN 2,500. For many seniors, this means an additional injection of cash, which can be an crucial support in the home budget.
Tax refund procedure – key date 15 February 2025
The reimbursement process for pensioners will begin February 15, 2025. From that day on National taxation Administration (KAS) plans to start paying overpaid tax. In order to benefit from this reimbursement, pensioners should make an appropriate taxation return for the year 2024, taking into account the information received on thirteen and fourteen pensions. It is worth noting the deadlines for submitting declarations and possible taxation exemptions, which may further increase the amount of reimbursement.
Who will benefit from the fresh regulations?
The fresh rules are peculiarly beneficial for pensioners with lower incomes. Seniors whose monthly benefits do not exceed PLN 2,500can number on a taxation refund of up to PLN 400. For pensioners with higher benefits, reimbursement may be lower or not at all, due to exceeding the income threshold.
Preparation for taxation settlement
In order to make maximum usage of available allowances and reimbursements, pensioners should:
- Examine your income for 2024including all benefits received.
- Check available taxation credits, specified as rehabilitation relief or the Internet, which can reduce the taxation base.
- Consult the taxation advisor or an worker of the taxation office to get detailed information and support in completing the declaration.
The year 2025 introduces crucial changes in the strategy of taxation returns for pensioners in Poland. Maintenance of the tax-free amount PLN 30,000 and the anticipation of recovery of the taxation on the thirteenth and fourteenth pensions are key elements that will affect returns. Pensioners should pay peculiar attention to February 15, 2025when the payment of overpaid taxation starts. Appropriate preparation and awareness of the fresh regulations will let full usage of available reliefs and returns, which can importantly affect the home budget of many seniors.
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Pensioners, prepare: February 15, 2025, a key day for taxation returns
