Did you make a mistake in the IR 2023 statement? Correct before the 31st – 05/22/2023 – Market

Anyone who has already sent the 2023 Income Tax return, but made a mistake in reporting some data or forgot some income or expense can send a rectifying statement to the tax authorities correcting the failure. The ideal is to send the correction before May 31, the last day of the deadline to deliver the IR this year.

By sending the rectifying statement by the 31st, the taxpayer has the option of changing the form of taxation, if this is more advantageous. If made by the simplified model, it is possible to choose taxation by legal deductions, and vice versa. If you submit after the deadline, it is no longer possible to change the taxation.

Expert guidance is to choose whichever is better: whether by simplified discount or legal deductions. The citizen must opt ​​for the taxation that brings him a higher tax to be refunded or a lower tax to be paid.

To make the necessary corrections, you must have the receipt number of the declaration that was submitted. Those who correct information and send the document again go to the end of the refund queue. Lots are paid from May to September. The first one will be released on May 31st.

According to the Revenue, after the deadline, the taxpayer has five years to make the rectification, as long as the declaration is not under inspection, but cannot change the taxation regime. In addition, the date of shipment of the grinding machine will be considered in the payment of refunds.

How to rectify the Income Tax?

The rectification of the IR can be done in the Income Tax generator program on the computer, in the Meu Imposto de Renda application or in the e-CAC, which is the Federal Revenue Service Center.

The main tip of the Federal Revenue for those who are going to rectify it is not to forget to use the program for the year of the declaration that needs to be corrected, in this case, the 2023. the correct year.

See what to do:

1. Open the Income Tax program on your computer
2. There are two options to rectify: on the “R”, on the left, or by double-clicking on the statement that was sent
3. Under “Taxpayer Identification”, on the left, do not forget to inform that it is a rectifying statement and insert the number of the original IR receipt
4. Correct the information that is necessary in the sheets where you made mistakes
5. Click “Check Issues” in the left menu, or above a green check mark
6. Red pendencies prevent the sending of the declaration; the yellow ones, no; correct what is necessary and go to “Deliver declaration”, on the left or above (terrestrial globe with orange arrow)
7. Enter the requested data, such as the bank account where you will receive the refund or the Pix, and transmit the statement
8. Then record and/or print the IR and delivery receipt

What are the main mistakes that lead to fine mesh?

Among the main errors that lead the taxpayer to the fine mesh of the Income Tax are omission of income of the holder or the dependent, health expenses that are not deductible or that are divergent between the taxpayer and who provided the service, and unofficial alimony.

The omission of income occurs when the taxpayer forgets to report amounts received from a paying source, whether payments from him or one of his dependents. Open the rectifying statement and enter the salary values ​​in the “Taxable Income Received from Legal Entity” forms, if the payment was from a legal entity, or “Taxable Income Received from PF/Abroad”.

In the case of health expenses, if there is a discrepancy between what the taxpayer declares and the amount informed by doctors, clinics, hospitals or health plans to the Revenue, the expense will be fine-tuned. The ideal is to withdraw this expense until the source providing the service corrects the information to the tax authorities. Ask the company for this correction. Afterwards, re-inform the expense in the IR on a new grinding machine.

In the case of medical deductions that are not accepted by law (click here to find out what can be deducted on the IR), the taxpayer has no choice but to remove this expense from the statement and send the rectifier without it. As it is not in the law, it is not possible to declare it.

Alimony is included in the list of deductions for those who make the payment, but only if it is formalized at the registry office, after agreement between the parties, or in court, after legal separation proceedings. Otherwise, it shouldn’t be on the IR.

How do I know if I didn’t fall into the fine mesh again?

After sending the rectifying statement, the taxpayer must wait 24 hours. If you have fallen into the fine mesh, you will be able to find out this information when accessing the e-CAC. You must have a password for the Portal Gov.br.

How to check which issues have been identified?

1. Access the e-CAC portal and go to “Enter with gov.br”
2. On the next page, enter the CPF and go to “Continue”
3. Then enter the password and go to “Login”
4. In “Featured Services”, go to “My Income Tax
5. Then, click on “Extrato da Dirpf” to find out the error in the declaration

When will I receive the refund after rectifying the IR?

The taxpayer who rectifies the Income Tax goes to the end of the refund queue, but if he is on the list of those who have priority in receipt, the amount is paid in front of the other citizens, according to each lot. As of the second batch, released on June 30, there is a 1% correction based on the Selic (basic interest rate of the economy).

SEE THE 2023 TAX REFUND PAYMENT SCHEDULE

Batch	Pay day
1st	may 31st
2nd	June 30
3rd	July 31st
4th	August, 31
5th	September 29th