PIT settlement for 2022. Do pensioners and pensioners have to submit a tax return in 2023?

Pensioners receive PIT-11A and PIT-40A forms from the Social Insurance Institution. They come from the office at the turn of January and February, and before March 1, all those who received the benefit from it at least once in 2022 should receive them. It is worth knowing that access to the declaration is also possible on your profile.

PIT-40A. Do pensioners have to submit declarations and when can PIT for 2022 be submitted?

The first form, i.e. PIT-40A, is given to those pensioners who collected benefits throughout the calendar year, and when they settle, they will have an underpayment or PLN 0 will be paid. What’s more, this print will also go to retirees who used the benefit or benefit:

• pre-retirement,
• teacher compensation benefit,
• social pension.

Not all seniors who received PIT-40A have to submit statements. Pensioners who:

• they did not obtain other income taxed according to the tax scale
• they do not file jointly with their spouse,
• they do not settle as single parents,
• they do not benefit from tax deductions.

However, it is worth knowing that it pays to do so when they want, among others, take advantage of tax breaks. PITs can be submitted from February 15 to May 2.

PIT settlement for 2022. In the case of PIT-11A, pensioners have two options

The situation with PIT-11A is slightly different. It is nothing more than information about the income that the pensioner receives from the pension body, i.e. old-age pensions, disability pensions, advance payments and health contributions paid by the pension body to the National Health Fund. Importantly, this settlement often results in overpayments. According to , those who received this print have two options. The first is to file your tax return yourself, and the second is… doing nothing until May 2nd. In the second case, the Tax Office will automatically accept the PIT-37 return for 2022, which will be recorded in the e-PIT.