IR: didn’t receive the refund? See what to do

The money received from the income tax (IR) refund is highly anticipated by those who declare the tax. Therefore, many people are perplexed and surprised when they see that extra income to pay off debts and ease the burden on bills has not appeared. The cause of this involves some interesting factors, which can have different characteristics. Therefore, people who were waiting for this important value need to remain calm and see the situation with patience.

First, to better understand what is behind this type of problem, let's quickly review what an IR refund is. This long-awaited amount comes after the declarant informed that the amount paid was greater than what was to be slaughtered by the “lion's bite”. Therefore, the person receives the difference between what was to be paid and what was actually due to be charged by the Federal Revenue Service.

Furthermore, the lots change depending on the income of the person who has to declare the IR. Don't worry: if you are entitled to receive a refund, the amount will be paid by the date set for your salary range. If you have questions about the topic, you are in the right place. Read on and see how to solve the problem and find out in which cases this can happen.

IR; o leão é muito associado a Receita Federal
The refund amounts can help ease the bills. Photo: Reproduction.

IR: how the refund works and what else you need to know

The amount to be received by taxpayers varies according to the Federal Revenue calendars. Also, this long-awaited amount is higher if expenses on education, health, private pension, among others, are in the declaration. Furthermore, what can make receipt faster concerns the age of the people (the elderly have priority) and the speed of sending the declaration. Therefore, people who declare early tend to receive their refund soon.

A common error that is involved in the problem of lack of receipt has to do with the account that the person registered. For example, if the person declares an account to receive the refund that is not yours, it is likely that the payment may have happened but not to you, in fact. Any account can be placed, as long as it is a current, savings or even a payment account.

However, another error is related to the data reported. In other words, with a possible mistake when entering the data that the system asks you to enter. If it is not the case of an account or poor data filling, the cause of late receipt may be the fiscal mesh (known as “fine mesh”). At this time, the Federal Revenue Service searches for data in other information banks, so the agency sees if there is any difference in other documents that appear in the records filed by the government.

And what should be done in this case? You need to provide correct data with what has been indicated in other forms about your accounts and other similar documents. Furthermore, the IR status can be checked by official site, where the person can find out the status of their refund. The system asks you to enter your CPF and date of birth.

Deducting IR from property rental

If you have houses, apartments, commercial spaces, office areas and similar areas that are rentable, be aware. It is also possible to reduce income tax with this type of fixed income. One of the possibilities to obtain a reduction is to rely on the property commission, which is responsible for the rented place. This is guaranteed to be valid, as the profit counts as the amount received from the rent. Furthermore, fees such as Urban Property and Territorial Property Tax (IPTU) and condominium taxes are guaranteed to make the final bill smaller and increase the value of the refund. To do this, enter these expenses as “payments made”.

Furthermore, education has other rules. Only spending on the different levels of education (infant, elementary, secondary, higher education, etc.) is guaranteed to leave the tribute smaller. Courses and arts classes, sports, among others, there is no way to reduce the total amount of income tax due. Also, there is a reduction if you are a spouse. Renting couples can reduce tax by filing separately. Furthermore, in property sales, the discount is permitted, with a rate of 15% on the profit.

Conclusion on income tax refund

Also, taxpayers can go to the Banco do Brasil website to resolve the refund situation. Then, the bank will guide the person to try to correct what was incorrectly reported. If there is still a problem in relation to this, the tip is to fill out a declaration that gives you the chance to correct what was previously reported. This is the case of sending a rectifying declaration, which generally does not incur a fine.

As you have seen, the general rule is to be careful when placing data on the website. Make sure you know how you are informing others data in other records, such as those in the place where you live, or even with data entered in your children's registration, if you are a father or mother. Attention should always be a priority in relation to IR.

About the author

Jefferson Tafarel

Finance journalist for Dicade.com.

Reviewed by

Glenda Ribeiro