In relation to the possible request for undue payments to the AEAT Tax Agency after the STS 707/2023 judgment of 28/02/2023, we inform you that Loreto Mutua is not, nor has it ever been, a Social Security substitute labour mutual society, nor has it operated at any time as a Social Security managing entity.
Our entity has always been complementary, so the contributions made to Loreto Mutua are not in any way related to the benefits they may receive from the public Social Security system.
Therefore, our members and/or beneficiaries should not contact Loreto Mutua to request certificates in order to make the aforementioned claim.
It should be noted that the AEAT will enable an automated procedure in its electronic headquarters, as of 20 March, for requesting refunds corresponding to non-prescribed years. By virtue of this automated procedure, the General Treasury of the Social Security will provide information on the contributions made to mutual societies, without the need for the interested party to present a company certificate on the contributions made. In relation to the 2023 and subsequent financial years, as of the 2023 Personal Income Tax campaign, the tax data will include the necessary information for the declarations to be made with the corresponding reduction.
For more information, please visit AEAT. In any case, if you have any questions regarding this new procedure, please contact the AEAT Tax Agency.
Loreto Mutua MPS
February 2024