Lubuskie and National

Start Preparing Your Tax Declaration, ZUS Sends Out Annual Tax Forms for 2024

Love it or hate it, you have to do it … 2 things in life are certain, death and taxes!

The Polish Social Insurance Institution (ZUS) has begun sending out tax declarations for 2024. Over 10 million forms will be delivered by the end of February to those who received benefits from ZUS last year. The declarations include PIT-40A, PIT-11A, and PIT-11 forms.

According to Agata Muchowska, ZUS spokesperson, different forms are sent depending on the type of benefits received:

  • PIT-40A: Sent to retirees and pensioners who received ZUS benefits throughout the entire year. This form is issued when there is either no tax due or a small amount to be paid.
  • PIT-11A: Provided to individuals who received other social security benefits, such as sickness, maternity, caregiving allowances, or rehabilitation benefits.
  • PIT-11: Issued to those who received payments related to deceased individuals, court-ordered alimony deducted from ZUS benefits, or family support payments in cases of legal separation of assets.

Those eligible for tax deductions must submit PIT-37 or PIT-36 forms to the tax office by the end of April. Refunds will be processed within 45 days after filing, or automatically by April 30 if the e-PIT service is used.

Source: wzielonej