2023-11-21 11:59:47
Receiving an advance on a reduction or a tax credit is never unpleasant. Having to return it a few months later, on the other hand, can leave a bitter taste. And above all, put your budget in the red. How can such a situation happen? And how to avoid it?
If, in 2022, you employed a home helper, for example, or benefited from a personal assistance service, these expenses entitled you to reductions or tax credits during the year. current, 2023. Without action on your part, the tax administration, assuming that these services have been continued identically, will pay an advance of 60% of their amount into your bank account in mid-January 2024. Beware boomerang effect, on the other hand, if your expenses have decreased in 2023 compared to 2022. The tax authorities will be aware of this next spring, upon receiving your declaration on your 2023 income, and will ask you to repay the overpayment in the summer from the start of the year.
To avoid this mishap, consider reducing this advance. Even give it up if you no longer have this type of expense at all. You have until Wednesday, December 13 inclusive to complete the process from your personal space on Impots.gouv.frand thus not run the risk of having to return money to the tax authorities in July-August.
You can lower the amount, not increase it
If, for example, you left the job of a cleaning woman/man this year and you no longer have any expenses qualifying for reductions or tax credits, click, in your particular space, on “I wishes to renounce my advance.” A confirmation email will be sent to you and you will not receive an advance next January. If, on the other hand, you have simply reduced the number of hours of your housekeeper in 2023, click on “I would like to change my advance”.
The “New basis for reductions or tax credits” section displays the amount to which you were entitled on your 2022 expenses. Indicate the estimated amount of your reductions or tax credits for your 2023 expenses. The advance is then recalculated automatically. Please note, you cannot, however, increase the amount displayed, even if your expenses have increased since 2022. The advance, in this case, will be identical to that of last year, but the future supplement, after your declaration in spring 2024, will take into account all of what is owed to you.
Be vigilant, because the list of reductions or tax credits considered “recurring” is long: employment of home help, personal assistance service (which Bercy monitors closely, in order to avoid fraud) , but also childcare costs for young children, accommodation in nursing homes, donations, union dues, rental investment, etc.
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