Income Tax Refund: Income paid 2nd batch – 06/30/2023 – Market

This Friday (30), the Federal Revenue will start paying the second batch of refunds for the 2023 Income Tax. at 13.75% per annum.

A total of R$ 7.5 billion will be paid to 5.1 million taxpayers. The entire amount will be allocated to taxpayers who have priority, says the tax authorities.

The query to find out if you entered this batch was opened on the 23rd and can be done through the website or the Federal Revenue application.

The lot has 130,000 seniors over 80 years old, more than 978,000 between 60 and 79 years old, 70,589 contributors who have a physical or mental disability or serious illness and 468,889 contributors who have teaching as their main source of income.

Bank credit will still be made to 3.5 million taxpayers who do not have legal priority, but who, because they used the pre-filled statement or opted to receive the refund by Pix, received priority.

According to the tax authorities, amounts will also be paid to taxpayers who left the fine mesh of previous years.

In the first batch, paid on May 31, 4.13 million received a total of R$ 7.5 billion, until then the highest amount ever paid by the Revenue in history. The batch also had only priority contributors.

Revenue will still pay three more refund batches this year between July and September, on the last working day of each month.

See the 2023 IR refund payment schedule

Batch	Payday
1st	May 31 (already paid)
2nd	June 30
3rd	July 31st
4th	August, 31
5th	September 29th

How is the payment done

The refund is paid into the bank account informed in the income tax return, directly or by indication of a Pix key.

If, for some reason, the credit is not carried out, the amounts will be available for redemption for up to one year at Banco do Brasil. In this case, the citizen can reschedule the credit through:

• BB Portal (https://www.bb.com.br/irpf)
• Telephone, at the BB relationship center, 4004-0001 (capital cities), 0800-7290001 (other locations) and 0800-7290088 (special exclusive telephone number for the hearing impaired)

If the taxpayer does not redeem the amount of his refund within one year, he must make the request on the e-CAC portal (Virtual Service Center), simply:

• Go to “Statements and Statements”.
• Then click on “My Income Tax”
• Finally, select the option “Request unredeemed refund in the banking network”

Who will receive this lot?

Taxpayers with priority guaranteed by law or who are considered a priority because they pre-filled or chose to receive the refund for Pix enter the second batch.

Taxpayers are entitled to priority:

• Over 80 years old
• Between 60 and 79 years old
• With a physical or mental disability or serious illness
• Whose main source of income is teaching
• Who delivered the IR by pre-completed statement or chose to receive via Pix

If the taxpayer fits these conditions, but does not enter the second batch, he must consult the statement extract to verify whether pending issues have been identified. If so, it will be necessary to correct them and send a rectifying statement. If applicable, he can also wait until January to present documents to the Revenue that prove the amounts that were declared, but that the government pointed out that there were differences.

Taxpayers who fall into the fine mesh do not receive

To consult the statement extract and find out if there are pending issues, you must access the e-CAC (Virtual Revenue Service Center) or the Gov.br portal.

How to make the query

From the IRS website:

Enter the Revenue website (www.gov.br/receitafederal) and click on “My Income Tax”
Go to “Consult the Refund”

• Enter the CPF, date of birth and fiscal year, which in this case is 2023.
• Finally, mark the captcha indicating that it is human and click on consult

Through the My Income Tax app:

• In the application, access the registration on Gov.br
• In the “IRPF Services” tab, select the “Consult Refund” option
• On the new page, enter CPF, date of birth and the year of the refund in question
• Then just click on “Consult”

It is not necessary to enter the Gov.br account through the Federal Revenue application:

• In the application, select the option “Consult Refund”
• On the new page, enter CPF, date of birth and the year of the refund in question
• Then click on “Consult”

You must have a silver or gold account on the Gov.br website to access it. The query is made in the Federal Revenue e-CAC:

• Enter your Gov.br CPF and password
• In the options, select “My Income Tax (DIRF Extract)”
• Go to the “IRPF Declarations” box to check if your declaration is in the payment queue

What can you see in the e-CAC?

In the extract, the taxpayer can consult:

• The status of the declaration, including whether there are pending processing issues, which indicates a fine mesh
• If the refund has already been forwarded for payment, it will be possible to see the updated amount, the credit date and the banking institution where the refund will be credited
• If the taxpayer has debts, it is possible to consult them and authorize compensation ex officio using the refund balance
• If the tax to be refunded was used for ex-officio compensation, it is possible to consult the statement of the compensation carried out