Although the filing deadline has passed, some taxpayers are having difficulty completing their return. A delicate situation that can have consequences.
The income declaration period is officially over. Although the online service is still open, those filing at this time are late and likely to see their 10% surcharge. Unfortunately, some people have not yet been able to finalize their declaration, for lack of having collected all the necessary data, sometimes in spite of themselves.
This is the case, for example, of people facing complex work in condominiums, for which the trustees take time to establish the distribution of expenses between the lots. These may be charges on rental apartments or expenses giving rise to energy transition tax credit (CITE, now replaced by MaPrimeRenov’, but still relevant for sites started before it was abolished). It is impossible for these taxpayers to finalize their declaration without knowing the exact amount due to them.
To resolve this type of situation, it is recommended to proceed in two stages. Indeed, even if you do not have all the data, nothing prevents you from filing a declaration anyway. It will be incomplete, of course, but the resulting tax will not be late and therefore not likely to be increased. It will always be possible to add the missing data later, via the online correction service (2nd semester) or a complaint filed with the tax authorities (online or at the counter).
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The impact will differ depending on whether the added data results in a additional tax or, on the contrary, a sum in your favour. If you owe additional money to the tax authorities, you will receive a notice of tax to be paid, in addition to that which will have arrived following the principal declaration. This additional tax is likely to be increased, since declaring late, depending on when the correction occurs. However, if this happens to you, try to request a refund of the increase from the tax authorities. If you are in a complex situation and you had difficulty gathering the data for reasons beyond your control, your request has a good chance of succeeding.
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If your correction is successful a sum in your favor, there is obviously no risk of being increased. You will be reimbursed by bank transfer, provided of course that you have paid the initial tax. In this situation, the downside is that the initial opinion will necessarily be too expensive in relation to the final tax, since there is no data in your favor. You will still have to adjust it while waiting for your correction to be made.
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