The tax office found another excuse to charge Poles tax. It’s the detail that decides
The Tax Office is just waiting for an excuse to question the reliefs and collect additional money from us. People who received money from their parents experienced this.
Many people may not even realize it, but we cannot give or accept a large amount of money from someone like that. Tax is due on the donation and it depends on the amount we receive and our relationship with a given person. The closer it is to us, the more money we can give or receive without having to pay tax. However, the tax office will often find an excuse to get extra money anyway.
Donation tax
Rzeczpospolita described the story of two people who – despite theoretically meeting the conditions – still had to pay donation tax because the Tax Office found irregularities.
One of them was a woman who received money for an apartment from her father. She had a donation agreement and submitted the appropriate declaration to the tax office. What turned out to be the problem? The father gave his daughter the money in cash. Only later were they deposited into her account. According to the tax office, this cannot be the case, so he did not agree to the donation tax exemption.
The second case also concerns money received from a parent. This time, the mother decided to support her daughter in paying off the apartment. The tax office did not like the fact that the money went directly to the technical account used to repay the mortgage loan. This was enough to deny tax exemption in this case.
Donation up to what amount?
The amount of the tax-free donation depends on the relationship. Polish regulations distinguish three groups of people:
- Group I — spouse, descendants (children, grandchildren), ascendants (parents, grandparents), stepson, son-in-law, daughter-in-law, siblings, stepfather, stepmother and parents-in-law.
- Group II — descendants of siblings, siblings of parents, descendants and spouses of stepchildren, spouses of siblings and siblings of spouses, spouses of siblings of spouses, spouses of other descendants.
- Group III — others
In the case of the first group, it is about the amount PLN 36,120. The second group is PLN 27,090and in the case of people furthest from us, we will not pay donation tax up to the total amount PLN 5,733. If the amount exceeds the limits, we have 30 days to report the donation to the Tax Office and then 14 days to pay the tax.
