The Tax Authority returned NIS 2.5 million to Holocaust survivors – financial consumers

Ahead of International Holocaust Remembrance Day, the Tax Authority publishes interim data according to which NIS 4 million has so far been returned to 125 Holocaust survivors out of about 600 Holocaust survivors located by it, as part of a procedure to exercise tax rights.

In the coming days, the Authority is expected to contact about 100 more Holocaust survivors and update them that they can apply for a tax refund due to a qualifying medical disability.

In response to BizPortal’s request, the Tax Authority revealed the numbers for the five Holocaust survivors who received the highest return: the first: NIS 599,000, the second: NIS 541,000, the third: NIS 99,000, the fourth: NIS 93,000 and the fifth NIS 90. thousand shekels.

That is, after deducting the five Holocaust survivors who received the highest tax refund (so their data distorts the average drastically and we excluded them from the calculation), 120 Holocaust survivors received an average refund of about NIS 21,000.

The Haifa Income Tax Office returned tax to 17 Holocaust survivors, and the office in Kfar Saba returned about a quarter of the entire amount, about one million shekels. The authority does not publish where the person who received the high amount came from, so it is possible that it is only luck in terms of Kfar Saba.

As part of the move, the Authority contacted about 600 Holocaust survivors identified by it, following information received from the Holocaust Survivors Authority, as not realizing their entitlement to tax benefits due to a medical disability qualifying under the Nazi Persecution Disability Act or the Nazi War Disability Act and calling them to file tax refunds for previous years . These are Holocaust survivors who previously submitted reports or requests for tax refunds but did not include the medical disability, as well as those who did not submit reports at all.

To ensure the realization of the tax rights of the survivors, the Authority built a service envelope and sent letters by the Assessing Department of the Assessment and Audit Division, and also contacted representatives of the Authority’s Information Center to about 450 Holocaust survivors who did not submit reports or requests for tax refunds over the years. Their family extensively what is required to do to request the refund, what details to fill out, what documents to attach, where to send the documents, what is the number of years back you can request a refund and the like.

The Authority repeatedly asks Holocaust survivors who received the letter, and their families, to contact the Tax Authority and receive the refund.