The new rules for completing the ISEE declaration promise to raise even more doubts in taxpayers.

The time to fill out the ISEE declaration comes for many Italian families, albeit at different times of the year depending on specific needs. In any case, however, the people who are responsible for collecting the data necessary for preparing the declaration find themselves entangled in a labyrinth of documents and paperwork in which no one really seems to be certain.

The rules for the ISEE declaration are changing – Sjbeez

Starting from 2024, then, things will become even more complicated given that the legislation on the matter will change, according to the provisions of the new 2024 Budget Law. One of the most discussed aspects concerns the impact of postal vouchers on the ISEE, a topic that has already caused several misunderstandings in recent years and that next year will have new and important developments.

The Equivalent Economic Situation Indicator (ISEE) is an indicator used in Italy to evaluate the economic situation of a family unit for the purposes of accessing certain subsidized social benefits or services. To calculate the ISEE, it is necessary to present a series of information regarding both the financial situation and the income situation of the family unit.

What’s new for the ISEE declaration in 2024

As regards income, not only those deriving from employed or self-employed work and pensions are taken into consideration, but also any other income, such as that from rent or interest on bank deposits. In the real estate sector, the value of properties owned is assessed, excluding the first home in some circumstances, and information on current mortgages for the purchase of properties is also considered.

Many people wonder whether it is mandatory to include savings bonds in the ISEE 2024 declaration – Sjbeez

The family situation is equally important: the number of members of the family unit, the presence of children or other dependent relatives and particular situations such as family members with disabilities or who are not self-sufficient are taken into account. For years, taxpayers have had to consider postal savings bonds in their Single Self-Declaration (DSU) for the calculation of the Equivalent Economic Situation Indicator (ISEE).

Traditionally, therefore, postal vouchers, like other savings instruments, were included in this calculation, influencing the ISEE. However, with the approval of the new Budget Law, 2024 marks a significant turning point on this front. This law introduced a significant change by excluding postal savings bonds from the ISEE, up to a maximum amount of 50,000 euros. This news represents a big change for those who own these financial instruments, as it could reduce the value of their ISEE, thus expanding access to different forms of state support.