Income Tax 2022: learn to avoid mistakes to get the refund before

The taxpayer obliged to declare the Income Tax must be very careful when reporting income and expenses to the Federal Revenue. Any mistake can lead you to fine mesh, which causes the declaration to be withheld, without the release of the refund, and there is still the possibility of being fined.

at the request of sheet, the Federal Revenue informed what are the five main errors that lead to the fine mesh of the IR. The first two are linked to the omission of income, whether of the holder or dependent. This occurs when the worker does not report payments that were received during the year in which he must report.

Two of the other flaws concern health care expenses, either because the taxpayer has no way of proving the expense or because he is trying to deduct an expense that is not permitted by law. The last of the five main disputes is linked to alimony, when the payer tries to deduct the expense, but the pension is not regulated by a court decision or agreement registered at a notary.

See the main mistakes and know how to avoid them

1 – Omission of income of the holder

• According to the Federal Revenue, the omission of income occurs when the taxpayer who declares the IR does not inform all the income received or puts in the declaration an amount lower than what, in fact, he earned.
• This can occur by mistake, when the worker does an odd job and does not remember doing it, or even when he cannot find the payment receipt to declare the data correctly.
• But it could also be because the paying source informs a value to the Revenue and the taxpayer, another
• If the worker really failed to fill out the IR, the correction of the data must be done as soon as possible, stating exactly how much he received
• If it was the employer’s mistake, it is necessary to ask for the statement sent by the company to the tax authorities to be corrected, as well as the income report provided to the professional

2 – Omission of income of dependents

• When including a dependent on the income tax return, all income received by the dependent must also be declared.
• According to information from the IRS, children, even minors, often do temporary work and receive remuneration, as well as parents or grandparents who are dependents can have retirement, and this must be correctly declared.
• The income received from emergency aid is also in the sights of the tax authorities. This money must be declared and, in some cases, returned
• Valdir Amorim, IOB’s tax coordinator, recalls that, in cases in which the wife or husband enters as a dependent in one of the declarations, the income of both must be informed

3 – Unconfirmed medical expenses

• In this case, the taxpayer declares the medical expense, but the clinic or professional cited by him does not inform the same amount or even fails to declare this expense.
• According to Amorim, this can occur by mistake on both sides. Either the taxpayer does not know the exact amount and puts different information or the clinic, for some reason, forgets to declare to the tax authorities the expense incurred in that CPF
• According to the Revenue, if the medical service provider does not inform or inform the values ​​with divergence, the declaration will be withheld for analysis.
• In this case, it will be necessary to have the documents that prove the expenses

4 – Medical expenses that cannot be deducted

• Expenses with medicine, masseuse, nutritionist, nursing, purchase of glasses, wheelchair, medication and even vaccines cannot be deducted, unless they are part of a hospital-issued bill.
• Many taxpayers believe that they can deduct these expenses from the IR and end up in the fine mesh
• Amorim recalls that excessive spending on health can also lead to the declaration being withheld. “The person who had an income of BRL 10,000 and had a medical expense of BRL 15,000, for example, will have to justify the BRL 5,000 to the Revenue”, he says.

5 – Alimony that is not official

• According to the Federal Revenue, one of the biggest mistakes of the fine mesh is trying to include the alimony paid when it is not official, that is, it is not supported by a court decision or by a public deed registered in a notary’s office.
• The reason, according to Amorim, is that many separations are amicable, which means that the situation is not regularized. When the time comes to declare the IR, those who pay pension want to deduct, and will not be able to
• It also guides who receives the values. “Whoever receives it has to pay the Carnê-leão. Often, they don’t know they have this expense and will only find out later, at the time of the annual adjustment”

Taxpayer must send the rectifying declaration as soon as possible

The IOB coordinator states that the taxpayer who is pending needs to resolve it as soon as possible. “The ideal is to correct the pending in the same fiscal year”, he says. The reason is the penalty that can be applied if the taxpayer cannot prove the mistake. Fines can reach 150% of the tax due in the year.

To correct the failure, it is necessary to check the error that led to the fine mesh. This check can be done on the e-CAC Portal, 24 hours after sending the IR declaration. You must have an access code and password, generated by informing the receipt numbers of the last two declarations delivered. It is also possible to access the system with the gov.br password.

The correction is made in the program used to fill in the document and send it. It is necessary to open the IR and go to the form that you want to correct. Afterwards, the taxpayer must check the data and send it to the rectifier. The program itself helps with this check. Yellow pending issues do not prevent submission. The red ones bar the transmission of the declaration.

After sending the grinding machine, a new receipt number will be generated and the worker goes to the end of the refund queue, even if it is part of the legal priorities defined by law. After the correction is made, the tax authorities will release the refund according to the available budget and the waiting list.