Mutualists: refund requests
Access all the information and procedures to request your refund
Procedures
Personal Income Tax Refunds for contributions to mutual funds (DF 16 Law 7/2024)
Attendance and Appointment
For general information you can:
- Call the Basic Tax Information telephone number: 91 554 87 70. Monday to Friday, 9am to 7pm.
For questions and assistance in submitting the application form you can:
-
Call 91 889 81 46. Schedule: Monday to Friday from 9 to 14 hours.
-
Or request an appointment for the service (in offices) of “Mutualistas: Refund application form”, by calling 91 290 13 40 (Monday to Friday, 9 a.m. to 7 p.m.) or through the electronic office, at:
Information
INFORMATION NOTE: Personal Income Tax Refunds 2019 to 2022 and previous years not yet prescribed.
Information note on the refund to mutual fund members of personal income tax from 2019 to 2022 and previous years not yet prescribed, not agreed upon before December 22, 2024
FAQs
Frequently asked questions about refund requests for mutual members
Mutualists: DT2 Application and Refund Request Form
Learn how DT2 applies to the 2024 Income Tax Return and how to apply for a refund for personal income tax from 2019 to 2022 and prior years that have not expired.
- Artículo 14 de la Orden HAC /242/2025, de 13 de marzo
- Disposición final decimosexta de la Ley 7/2024, de 20 de diciembre,
por la que se establecen un Impuesto Complementario para garantizar un nivel mínimo global de imposición para los grupos multinacionales y los grupos nacionales de gran magnitud, un Impuesto sobre el margen de intereses y comisiones de determinadas entidades financieras y un Impuesto sobre los líquidos para cigarrillos electrónicos y otros productos relacionados con el tabaco, y se modifican otras normas tributarias.
- Disposición transitoria segunda de la Ley 35/2006
del Impuesto sobre la Renta de las Personas Físicas