During this month of April millions of taxpayers must introduce the Annual statement of taxes in front of the Tax Administration Service, including retirees. That is why they alert those pensioners of the IMSS and of ISSSTE about this document for those who are obligated to present it and comply with these fiscal responsibilities before the SAT without making mistakes that lead to fines.
The pensioners and retirees IMSS and ISSSTEare only obligated to introduce the Annual statement of taxes in front of SAT this month of April, under certain circumstances. That is why they alert you about the fines that could result if you meet any of the following characteristics and exceed the presentation of this document beyond the deadline established for the last day of the month:
- Annual Income Over 400 thousand pesos: Pensioners whose total annual income exceeds 400 thousand pesos will be required to submit the annual tax return, regardless of the source of their income.
- Two or More Pension Income: If a pensioner receives two or more pensions, even if the total amount of these pensions does not exceed 400 thousand pesos, they must submit the annual tax return.
- Additional Income from Leasing or Business Activity: Pensioners who receive additional income from activities such as leasing or business activity, in addition to their pensions, must submit the annual tax return.
They alert IMSS and ISSSTE pensioners obliged to submit annual declaration
According to the delegate of the Taxpayer Defense Attorney's Office in Nayarit, Sergio Cazárez Santiago, the pensioners of the IMSS and ISSSTE that they are obligated to introduce the Annual statement in this month, they must be alert before the taxes that must be paid in the month of April and complete it on the date indicated in the SAT.
Many of the retirees and pensioners exceed $400,000 thousand annually. Then, they are also required to file their return. It is very important to make the difference between being obliged to present my declaration and being obliged to pay taxes, because they have an exempt part, the presentation is for everyone and it will depend on whether there is tax to pay, a balance in favor or if we do not have tax to pay.
The official pointed out that there are support mechanisms for pensioners of the IMSS and ISSSTE so they know how much they have to pay in taxes SAT this month of April. This is because under certain characteristics, people with any of these pensions are obligated to present this document.
For example, a pensioner from the IMSS, ISSSTE, the State Government, the City Council has to come or can come here with us, to review the payroll viewer, where we review how much the employer is paying them and where it refers to whether they reached the $400,000 and if they are required to present.
Finally, Sergio Cazárez Santiago revealed that for the SAT There is no difference between people who know their obligations and those who ignore them, so not knowing the laws does not exempt both retirees and retirees from compliance. pensioners of the IMSS and of ISSSTE for this month of April from 2024.