Seniors often forget about them. These 2023 tax credits will save them a lot

Thanks to the increase in the free amount from PLN 30,000 to PLN 30,000, pensions up to PLN 2,500 gross per month are PIT. People receiving higher benefits also gain, although they will not avoid paying tax. Pensioners who did not have other income than 2022 will pay the tax for 2022 and do not want to take advantage of tax relief, they do not have to submit a tax return. This is done for them by ZUS, which sends PIT-40A on their behalf. Tax credits are also available to seniors. Then, however, they must additionally complete PIT-37 and remember to submit it on time, i.e. by May 2, 2022. What discounts can seniors take advantage of?

Read more similar articles on

Rehabilitation relief. You can deduct e.g. medications or hospitalization

Disabled persons receiving a disability pension or having a dependent person who has paid for rehabilitation or purchased equipment facilitating the performance of life activities in 2022 may benefit from a rehabilitation relief. A document that states the expenses were incurred, such as a receipt or invoice, is required. The list of unlimited deductible expenses includes, among others:

• adaptation and equipment of apartments to the needs of a disabled person,
• purchase, repair or rental of medical devices,
• purchase, repair or rental of rehabilitation equipment,
• stay at a rehabilitation camp, health resort,
• nursing care.

The purchase of medicines, the maintenance of an assistance dog or the purchase of diapers are limited expenses that can be deducted in a certain amount. A detailed list of rules regarding the rehabilitation relief can be found here

Internet relief. It also applies to seniors. One important detail

Seniors who pay for the Internet can lower their tax with the Internet credit. If you use it for the first time this year, you can re-include it next year. The deduction can only be made in two successive tax years. You can deduct a maximum of PLN 760, but if the expenses are incurred by spouses, the relief is calculated twice, as each of them is entitled to the maximum limit. It is necessary to have a document confirming the expenditure and identifying the seller and the buyer. If you pay a bill for several services together, you must remember that only the amount for the internet is deductible.

Deduction of donations. The relief applies to donations to the church

If you donated or donated or donated a religious association in 2022, you can take advantage of the relief. However, it should be remembered that a donation of up to 6% can be deducted. income/revenue. This limit is common to all donations, i.e.:

• to a church or religious association,
• for a public benefit organization,
• honorary blood donation,
• vocational education,
• preparation and implementation of investments in the reconstruction of the Saski Palace, Brühl Palace and tenement houses at Królewska Street in Warsaw.

A list of all tax reliefs that seniors can take advantage of can be found on the website