During the year, several situations can explain that the tax authorities pay you money. This Wednesday, the Public Treasury makes a refund under the income tax of millions of taxpayers. Explanations.
A transfer of DGFIP PUBLIC FINANCES in your bank account? Why now? Rest assured: this transfer is probably not an error that you will then have to reimburse! It is indeed the Directorate General of Public Finances (DGFiP) that returns your d. What is this reimbursement for? It all depends on when it comes in.
August 2, 2023
Your income tax rate was too high, or you receive the top-up credits and reductions. 12 to 13 million taxpayers have taken the habit of benefiting from a boost from the tax authorities in the middle of the summer since the introduction of the withholding tax.
The DGFiP has now anchored in its annual calendar the payment of overpayment of income tax, made this year in two bursts: July 26 and August 2. This reimbursement corresponds either to a refund of reductions or tax credits for certain expenses incurred (donations, home employment expenses, childcare, rental investments, etc.), or an overpayment at source throughout the period. previous year, due to overstated levy rates.
The amount thus reimbursed appears on the tax notice received most often in August. Description: INCOME TAX REMB. Sender: DGFIP PUBLIC FINANCES.
Taxes 2023: a bank transfer from the DGFiP to watch out to reimburse you for the overpayment
Mid-January, every year
You benefit, each year, from tax credits and reductions. However, since the reform of the deduction at source, there remains a gap between the monthly deduction, supposed to be as close as possible to your salary or other income from activity, and the tax advantages compensating for your expenses.
This is why the tax authorities pay each year in mid-January an advance corresponding to 60% of what you receive each year in respect of rental investment tax reductions, Ehpad, or home employment and childcare tax credits. Average amount of the transfer in mid-January: 624 euros in 2023. The transfer from the DGFiP Public Finances, which 9 million households can anticipate, bears the wording CREDITIMPOT ADVANCE.
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End of January or mid-February, in 2023
If you use a vehicle to go to work and were eligible for the fuel bonus of 100 euros, the tax authorities made the payments for one month from January 27. This fuel allowance of an amount of 100 euros, and it will be paid by transfer to the bank account known to the tax authorities for your income tax. The watch wording on your bank statement for this transfer from the DGFiP: FUEL COMPENSATION.
Property tax, income tax… The 2023 calendar of chances and dates not to forget
Other refunds possible
The Public Treasury can pay you money for other reasons and at other times of the year, but the three appointments mentioned above are those which concern the most tax households. Let us cite a possible overpayment of monthly property tax, resulting in a refund in the fall, for example. Or a correction made by yourself to your tax return, which triggers a corrective refund, most often in the fall.
On the other hand, let us quote a reimbursement which animated the autumn of 2022 but which will not intervene again in 2023. The contribution to public broadcasting has been abolished, and the housing tax has survived its last year – with a discount at – for main residences. For those who had monthly paid the TV fee, a refund of 104 euros was made on September 6, 2022. Other households were refunded at the beginning of October. The transfer from the DGFIP FINANCES PUBLIQUES appears with the mention REMB. EXCD. TAX. This fall reimbursement may still continue in 2023, but only for a handful of taxpayers monthly housing tax for secondary residences … if the DGFiP notices an overpayment.
Tax notice, refund, correction… 3 key dates for summer 2023 for your income tax
Recurrent withdrawals. As for the deductions made by the GENERAL DIRECTION OF PUBLIC FINANCES on your bank account, they can correspond to the monthly payment of the property tax, but also to the deduction at source of income tax, or even to the scheduled payment for any other tax