Will I receive my tax refund before July 1 if I file my M form before April 1?
It is indeed true that the tax authorities "promise” to pay the expected refund before July 1 if the tax return is filed before April 1. Problem however is that for M forms, the form which needs to be filed in the year of migration, the deadline is not April 1, but July 1. They have, as a kind gesture, extended the deadline since expats may have problems filing before April 1 if they depend on information which must be obtained from foreign organizations. Negative consequence of this nice gesture though is that also their promise to pay before April 1 is "extended”. So if we file before April 1 it is not sure that the refund is paid before July 1. It may also be October 1. It is possible to send a request for a provisional refund before July 1, if the tax return is filed before April 1, but it happens that this request is ignored.
So there are several options (if the M form is filed before April 1):
- the tax authorities automatically pay out the refund before July 1;
- the tax authorities will not pay out the refund before July 1, unless they receive a request to do so which they actually process;
- the tax authorities pay out the refund before October 1;
- the tax authorities just ignore everything and pay out the refund even after October 1.
Internal guidelines state that the tax authorities aim to pay out a refund within 6 weeks of the date of filing, but with M forms these guidelines are not applicable.
Expatax can of course assist with filing the tax return.