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V0278-24 4 March 2024 · SG de Impuestos sobre la Renta de las Personas Físicas Criterion in force
IRPF · retorno cooperativo

Cooperative returns are attributed to the period in which they become due according to the distribution agreement

A query was raised regarding the tax period in which members must declare received cooperative returns. The DGT ruled that these are considered income from movable capital and must be attributed to the period when they become due.

The question raised

Question posed: To which tax period must members impute the amounts received as cooperative returns.

The DGT's ruling

Cooperative returns are assimilated to dividends and are classified as income from movable capital. Their temporal imputation is governed by Article 14 of the Personal Income Tax Law (LIRPF), and must be imputed to the period in which they become due. Due date is determined by the date established in the distribution agreement or, if not indicated, from the day following its adoption, regardless of the time of collection.

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