In 2025, Polish pensioners have the chance to recover part of their income taxation due to fresh rules related to thirteenth and fourteenth pensions. This reimbursement, mainly aimed at low incomes, can importantly improve their budget in the face of rising costs of living. What conditions must be fulfilled to receive a refund?
Who can benefit from a taxation refund?
Repayment of taxation to pensionersthe monthly benefits of which do not exceed PLN 2.5 1000 gross. Persons with higher income may receive smaller amounts or not qualify for reimbursement. In particular, the aid concerns those who:
- they paid advances on income taxation on additional benefits specified as the thirteenth and fourteenth pensions,
- benefit from a tax-free amount which in 2025 is PLN 30 1000 per year.
Seniors whose full yearly income falls within this amount may anticipate a full refund of the additional benefit tax.
How much can you get?
The average taxation refund is about PLN 400, but may be higher if the pensioner uses additional taxation credits. Examples of the most popular reliefs to benefit from are:
- medication relief,
- rehabilitation relief,
- thermomodernization relief for property owners.
Thanks to the introduction of these reductions to the taxation return, the amount of return can increase by up to respective 100 zlotys.
How to claim a refund?
The taxation recovery process has been simplified thanks to your e-PIT system, available from February 15, 2025. The strategy automatically generates a taxation return on the basis of data collected by taxation authorities, including information on the amount of benefits paid.
Steps to get a refund:
- Log in to your e-PIT platform via e-IRS.
- Verify the pre-filled taxation return.
- Check that all available taxation credits are included.
- Accept the declaration or make amendments if necessary.
Tax reimbursement will take place within a maximum of 45 days from accepting online declarations. Pensioners who decide to give a paper-based message can anticipate money for up to 3 months.
Why is it worth the rush?
Experts point out that 2025 could be 1 of the last erstwhile the taxation refund will be so beneficial. Freezing of the tax-free amount at the level of PLN 30 000 in the face of inflation may reduce the number of beneficiaries in the future. In addition, the government is considering changes in taxation rules that may affect the way returns are calculated.
Benefits of taxation reimbursement for pensioners
Tax reimbursement is not only additional financial resources, but besides the anticipation of real improvement of the quality of life of elder citizens. At rising prices of drugs, energy and food, each additional amount is on the weight of gold. Benefits reimbursed in 2025 may be utilized for:
- the acquisition of medicines or rehabilitation equipment,
- modernization of home heating systems,
- covering current expenditure which increases with inflation.
Data Summary
- Tax-free amount in 2025: 30 1000 PLN per year.
- Average taxation refund: 400 zł.
- Deadline for submission of declarations: since February 15, 2025.
- Repayment period: up to 45 days (online).
- Number of beneficiaries in 2024: over 1.5 million pensioners.
Repayment of taxation on the thirteenth and fourteenth pensions is 1 of the key measures to support the aged in Poland. It is worth utilizing available tools and relief to recover the funds and improve your financial situation.
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Tax reimbursement for pensioners: how to recover money in 2025?
