Tax credit: you have received a transfer, here is how to dispute it in the event of an error

Amounting 639 euros on average, the advance on tax reductions and credits was paid on Wednesday January 15 to tax households having incurred expenses such as paying an employee at home or having incurred travel expenses. accommodation in nursing homes.

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9 million tax households affect it. L’advance on tax reductions and credits was paid on Wednesday January 15 in the form of a bank transfer labeled “ADVANCE CREDIMPOT”. The amount is on average 639 euros, according to Bercy. This advance “aims to support and develop in particular home employment as well as donations or accommodation in nursing homes, by anticipating the perception of the associated tax advantage”explains the Ministry of the Economy in a press release dated January 8. The objective is also to “preserve the purchasing power of the French people concerned”.

To perceive tax creditsit is therefore necessary having employed an employee at home (for housework or childcare for example) have accommodation costs in nursing homes, make donations to associations or union duesor even having carried out rental investments (Duflot, Pinel, Scellier, DOM, Censi-Bouvard). The January 15 advance corresponds to “60% of the total amount of tax reductions and credits declared in spring 2024 for expenses incurred in 2023”specifies the ministry. The remaining 40% of the reductions and tax credits will be paid in summer 2025 based on the income tax return completed in spring 2025. This second payment serves as an adjustment variable based on the expenses qualifying for reduction and tax credit. tax actually carried out during the year 2024.

Tax credit: for a claim, contact the tax information service

If the amount received does not correspond to that received the previous year, it is possible to do a complaint directly from your “private” space on the tax site. “Filing a complaint with the administration does not exempt you from paying the corresponding tax but you can request a deferral of payment”specifies the tax authorities on its website. It is also possible to contact the tax information service free of charge by telephone on 08 09 40 14 01, open Monday to Friday from 8:30 a.m. to 7 p.m..

Furthermore, the amount received may differ from that received the previous year if you intervened to delete or adjust the amount of the advance in the Individual space (“manage my withholding tax” section) between September and December 2024 Please note, for beneficiaries whose bank details are not known to the tax administration, it is possible that you have not yet received a bank transfer. In this specific case, the advance will be transmitted in the form of a check “sent by post by the end of January”specifies the ministry.

Note that beneficiaries of this advance who have stopped expenses qualifying for reduction and tax credit in 2024 will have to repay the difference. The tax authorities will carry out a regularization in spring 2023. If the overpayment is less than 300 euros, the tax authorities will directly make a bank deduction. For larger amounts, four withdrawals will take place between September and December 2025.