Since the beginning of January 2019, the second phase has been opened for the claim of the return of income tax for maternity from exercises 2016 and 2017. In this second phase you can ask for the reinstatement of this graven. Hacienda estimates that this measure can benefit one million people. But… what procedure should be followed?

For maternity and paternity benefits from 2018 onwards, no formalities should be made as they incorporate the benefits as exempt income. In this case the supported retentions will be automatically deductible. We show you the steps you must give below. We will also solve the most frequent doubts.

The form

The tax agency has enabled an online form to expedite the procedure. Any recipient of the benefit shall only indicate the years of maternity assistance and the number of the bank account to receive the return. These are the only two data they’re going to ask you. It will not be necessary to attach any documents. Not even an accredited certificate of such benefits. The tax agency directly collects all relevant information in your case.

To access this form you can use the routes you normally used to make your income statement v online. That is to say, using the RENO system, the PIN key system or the electronic certificate. If you prefer, you can submit the form on paper, although it is recommended to use the telematic routes for greater comfort.

What are you waiting for? Parents who claimed maternity income tax in 2014 and 2015 could easily benefit from this help. In fact, 672,746 requests were quickly attended.

For public Employees

Thanks to the Royal Decree-law in which tax and cadastral measures were taken on the 28th of December 2018, this group will have the right to claim this return as well. This affects in a hasty manner public employees who are not integrated in Social security who perceive their pay for childbirth, adoption, custody or paternity. Also, to self-employed workers.

In this case, these taxpayers can also apply for the return of income tax for maternity from exercises 2014 and 2015.

Frequently Asked Questions

How much will I get back?

According to Hacienda, the return of the maternity income tax amounts to 1600 euros of average, and 383 of the paternity benefits.

How long does it take to get my money back?

We can’t tell you the exact date you’ll get the money. If we know that last year we will finance the returns the same week in which this process was launched.

Should I re-check the 2014 and 2015 exercises?

You should not check this box if you presented this form for the 2014 and 2015 exercises. It could delay the processing of the application. Check the boxes for the 2016 and 2017 if you received benefits during the months of those years, even if it is not the full year.

Because you can now ask for this return of the maternity income tax?

This is true of the October verdict of last year. It was determined that public benefits for maternity or should be exempt from income tax. The Ministry of Finance has made a more extensive interpretation and also applies it on paternity leave. Even though the Supreme Court did not mention it.

If you have any more questions about this issue or any other about the income statement, we can assonate you to get the most advantage possible. You don’t lose anything, for asking!