Last year it was only close, but this year the number of people entitled to tax credits has already exceeded 1 million. A total of HUF 60.8 billion was credited to the accounts of savers.
More than 1 million people benefited from the tax credit
A compared to HUF 54 billion last year this year HUF 6 billion more, i.e More than 1 million people were able to claim a HUF 60.8 billion tax creditwho saved money in pension savings and health and self-help funds last year – announced the National Tax and Customs Administration (NAV) in response to Grantis’ inquiry.
The amount of tax credit per average saver was nearly HUF 59,000 this year.
This year’s self-reports about the year 2023 show that the most tax credits are those who save in voluntary pension funds and health and self-help funds wanted to enforce, 746 thousand people 36.65 billion forints. Compared to last year, this value is HUF 4 billion higher.
From this 546 thousand voluntary pension fund members there were those who in the amount of HUF 23.8 billion indicated their need for the tax credit in their tax return. It is important to note here that the voluntary pension fund and health fund contributions together a tax discount of up to HUF 150,000 per year available.
The second one pension insurances are the most popular 392,000 people indicated in their tax returns that they wanted to claim a tax refund of more than HUF 21.8 billion, which means an increase of HUF 2.5 billion compared to last year. Annual after pension insurance maximum HUF 130 tax credit can be enforced.
A those with a pension savings account 33,000 of them indicated their need for the HUF 2.3 billion tax discount, which is smaller than the others, but an increase of HUF 129 million. No more than this savings The tax refund can be HUF 100,000.
In the case of combining two or three forms of savings, the amount of the tax credit can be up to HUF 280,000.
It’s worth putting it aside this year as well
Until the end of the year, it is still possible to start one of the three retirement savings or even several contracts. By making a one-off payment until the end of December, savers can even set aside the amount needed to obtain the maximum tax credit.
According to the financial expert, those who want to start tax credit savings, it is worth starting the process as soon as possible so that the payment entitling to the tax credit arrives by the end of the year to savings accounts.
Source: www.technokrata.hu
