A transfer of several hundred or even several thousand euros from the tax authorities arrives unannounced in your bank account in the middle of summer. This is a very pleasant surprise that awaits sixteen million taxpayers on Wednesday, July 24 for some, July 31 for others, with an average recovery amount of €908. In 2023, 15 million tax households were subject to refunds the total amount is 13 billion euros. Or an average refund of €844 per taxpayer.
after 2023 tax return in fact, the services of the General Directorate of State Finance (DGFiP) carried out in the spring final calculation of tax. And about one-third of taxpayers are entitled to an overpayment refund from the tax authority because the amount of tax withheld is more than the amount of tax ultimately due.
This is the case if you have incurred expenses in 2023 that entitle you to tax deductions or credits (RICI: home employment, childcare, donations, Pinel-type rental investments, etc.). Note that the amount paid at the end of July will take into account the 60% advance already paid in January and calculated on the basis of these RICI expenses incurred in 2022.
Changes in status must be announced as soon as possible
You will also get a refund from the tax authorities if the amount of tax withheld from your wages during the previous year is more than the final amount of your tax, because your personal situation has changed during this time. if you did not declare the birth of a qualifying child and automatically reduce the amount of tax payable.
Changes in circumstances that should be announced as soon as possible in your particular area at impots.gouv.fr, “Manage my withheld tax” service. If you have not done so, the amount paid by the tax authorities will correspond to the difference between the tax already collected in 2023 and the tax finally due.
Whether it’s an overpayment or a change in personal circumstances, all this will be detailed in a tax notice that will be available online to all taxpayers from August 24 to 2. Those still on paper will receive paper forms in their mailboxes by August 24.
Good news hiding bad news
For this reason, taxpayers affected by the refund will receive a bank transfer from the tax authorities either on Wednesday 24 July or a week after 31 July. DGFIP FINANCES PUBLIQUES” . If the tax authorities do not know your bank details, they will send you a check to your home in the coming weeks.
But this good news for some taxpayers masks bad news for others. Because the 9.8 million French people who received their tax notice at the end of July will discover or confirm that their withholding tax was insufficient last year and that they had to pay an average of 2,127 euros.
This was the case for 9.6 million taxpayers in 2023 who still owes €2,300 to the tax authorities. If the remaining amount is less than 300 euros, it will be collected on September 26. But if the amount is more than 300 euros, the amount owed to the tax authorities will be charged in four parts, on September 26, October 25, November 25 and December 27.