The Year has started and with it comes one of the mandatory repetitive measures for all Brazilians, the Income Tax Declaration. In the declaration, loan information must also be included, but certain rules must be followed. INSS Retirees and Pensioners, like other workers, public or private, need to extract the payroll-deductible loan statement in order to include payroll-deductible loan information.

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How to consult this information in an uncomplicated and easy way, through the internet?

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Basic rules of the Internal Revenue Service: who is subject to declaration?

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Anyone who has made a loan to someone or borrowed a loan must state the exact amounts in the PROPERTY OR RIGHTS form, in the event that the person has made the loan to someone else. When the case was a loan request, either to a person or to a financial institution, this amount is usually included in the debts and encumbrances.

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But does everyone have to make this statement? No.

They must inform, according to the recipe, the following people:

• Borrowed or borrowed more than R$5,000.00 in the previous year (2020);

• As long as the payroll loan debt is not paid, it must be declared year by year.

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The other rules such as goods must be entered respecting the rules that each category has. Stay tuned. Year by year, the revenue compares assets.

Where should I get the Payroll Statement or, for others, the Income Report to make the 2021 income tax?

The payroll statement as well as the Income Report can be obtained online, directly from payroll issuing systems.

Now, see step by step where to get the statement or report according to your payment source:

In the case of Social Security beneficiaries, the statement is made available month after month in the DATAPREV database, which is accessed directly from the https://meu.inss.gov.br/ website. On the other hand, Federal Servers and other servers should consult the SIGEPE Server and Pensionista website. Below, each step:

1. Log into My INSS with your login

2. Search and Click on EXTRACT GO, you will find it in the top menu

3. Choose the benefit in question, when you have more than 1

4. The file that will be made available is the most recent (The 2020, the Income Report can be made available at any time)

Access the My INSS page and I created your login.

If the customer has loans on both benefits, in the case of benefits. The statements of the two must be withdrawn. It is not necessary to register for each login, it redeems the benefits in force and those that have already been terminated.

It is good to clarify that there are three types of Statements on the site:

- Payment Statement

- Payroll Loan Statement

- Statement for Income Tax. This is what you should download. The file is downloaded in PDF format.

And who is a Federal Servant?

1. Entering SIGEPE (by computer, you use the SIGAC website or the Application (APP) for mobile phones from SIGEPE Mobile.

2. At the bottom of the page, there is the option “Individual Income Tax – IRPF”;

3. Make the selection of the year in question (In the case of this year 2021, you must choose the year 2020). It is already online or the Server statement will be available soon.

It is also possible to save the past years in PDF, or some platforms may auto-import the site. The name of the tax return statement in the Federal Revenue Service is “Statement of Annual Income”.

What is the deadline for the year 2021?

Last year, due to the Pandemic, the term was extended. This even as the deadlines are announced, we will be careful to post here an article with the dates.

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